Monday, December 28, 2015


The Importance of First Principle Thinking (LINK) [There is also a little bit on this in the book on Elon Musk. From that part of the book, I took a mental note on first principles to ask the questions: What are the physics (or the fundamental definition of the thing under consideration)? How much time will it take? How much will it cost?.... Peter Kaufman's “three-bucket” framework is also similar, as is backward thinking. "Invert, always invert."]

Related article to the above: Getting My Ass Handed to Me by the World’s Largest Hedge Fund,
and learning to reason from first principles

Sanjay Bakshi: The Hedonic Treadmill (LINK)

A Dozen Things I learned from Michael Milken about Finance (LINK)

Aswath Damodaran: Intergalactic Finance: Valuing the Star Wars Franchise (LINK)

Farnam Street: Gary Taubes on What Really Makes Us Fat (LINK)

Brain Pickings: A Nonbeliever’s Case for the Bible (LINK)