Wednesday, August 6, 2014


Some Seth Klarman links from csinvesting (LINK)

Nassim Taleb: Some additional Aphorisms, Rules, and Heuristics (LINK)

Ben Hunt: Fear and Loathing on the Marketing Trail (LINK)

Shoppers Are Fleeing Physical Stores (LINK)

Coal Exporters Not Backing Down Despite Supply Glut (LINK)

Rosetta Reaches At Comet 67-P After 10 Years (LINK)

Book to check out, which I believe I saw Dan Pink recommend on Twitter: Powers of Two: Finding the Essence of Innovation in Creative Pairs (it looks similar to Michael Eisner's Working Together: Why Great Partnerships Succeed, which Amazon is currently selling for less than $5).

An important question to think about if you read the books above is--as Peter Bevelin discussed in my interviews with him--Compared to what? Are there not many people/partnerships that have done the same things and failed? As Peter said in our interview:
What is the evidence? Can I disprove it? Compared to what (including negative cases and non-events)? Randomness content? If I believe this, what would follow? What would I have to check out? What ideas can help me? I wrote more about this in part three of my book.