Tuesday, May 27, 2014


Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK)

Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)
Related book: Stress Test: Reflections on Financial Crises
Lessons From Cable Cowboy John Malone (LINK)
Related book: Cable Cowboy: John Malone and the Rise of the Modern Cable Business
10 Life Lessons From a Navy SEAL (LINK)

Lacy Hunt: The Dark Side of Debt (LINK)

London Value Investor Conference Notes 2014 (LINK)

The empire of Alain de Botton (LINK)