Thursday, May 7, 2015


Notes from the Berkshire Hathaway Annual Meeting (Part I, Part II)

Philosophical Economics: Profit Margins in a “Winner Take All” Economy (LINK)

Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years (LINK) [The Co-Founder was also on the a16z podcast recently, HERE.]

The Pharmaceutical Industry: How to handle an industry in disruption: Intervene or laissez-faire? (LINK)

How Mohnish Pabrai And Charlie Munger Use A Checklist (LINK)

A great video clip from a couple of years ago: Tom Russo on Portfolio Management and His Favorite Valuation Metric [H/T ValueWalk] (LINK)

Watch Neil DeGrasse Tyson Elegantly Debunk The Right Brain, Left Brain Myth [H/T @SciencePorn] (LINK)

Popper Vs. Bacon: A Conversation with Peter Coveney (LINK)

Notes from the book The Mind of the Market: Compassionate Apes, Competitive Humans, and Other Tales from Evolutionary Economics (LINK)

Book scheduled for September release [A culmination of the work begun HERE, I believe.] : Charlie Munger: The Complete Investor - by Tren Griffin

Another book worth checking out: The Anatomy of Humbug: How to Think Differently about Advertising