Sunday, March 22, 2015


Sanjay Bakshi: Why You Shouldn’t Invest in a Business That Even a Fool Can Run (LINK)

Baupost’s 2014 Letter To Investors: A Tale Of Two Halves (LINK)

Danny Meyer at TEDxManhattan: The Convergence of Casual and Fine (video) (LINK)
Related book: Setting the Table: The Transforming Power of Hospitality in Business
Barry Ritholtz talks to Meb Faber (LINK)
Related book: Global Asset Allocation: A Survey of the World's Top Asset Allocation Strategies
The Implosion Of A Warren Buffett Wannabe (LINK)

Aswath Damodaran: Illiquidity and Bubbles in Private Share Markets: Testing Mark Cuban's thesis! (LINK)

Five Good Questions for Samuel Arbesman about his book, The Half-Life of Facts (LINK)

Singapore's Lee Kuan Yew dies at 91 (LINK)