Tuesday, December 1, 2015


The 4th edition, and 20th anniversary, of Lawrence Cunningham's The Essays of Warren Buffett is now available.

The Effect of Scale in Social Science, or Why Utopia Doesn’t Work (LINK)
Related book (which was given especially high remarks by Peter Bevelin in one of my interviews with him): Filters Against Folly
David Einhorn and Reasons Why Widely Followed Stocks Get Mispriced (LINK)
Related book: Fooling Some of the People All of the Time
Video of The 2015 Motley Fool Pro AGM [H/T @tobyshute] (LINK)

Mutual Fund Observer, December 2015 (LINK)

Tony Schwartz’s Internet Addiction (and Why You Should Care) (LINK) [Related article: Addicted to Distraction]

Books of the day [H/T Rohit Chauhan]:

Clockspeed : Winning Industry Control in the Age of Temporary Advantage

Value Migration: How to Think Several Moves Ahead of the Competition