Tuesday, May 3, 2016


Oaktree Insights - Strategy Primer: Investing in Mezzanine Debt (LINK)

Spring 2016 Issue of Graham & Doddsville (LINK)

Horizon Kinetics' latest in their index series: How Indexation is Creating New Opportunities for Short-Sellers, And Why This Should Alarm Ordinary Buyers of Stock and Bond ETFs (LINK)

Bruce Greenwald's Talk at GuruFocus Value Conference Notes (LINK)

Mutual Fund Observer, May 2016 (LINK)

David Einhorn's Q1 Letter [H/T ValueWalk] (LINK)

The Absolute Return Letter - May 2016 (LINK)

Audio interview with James Grant discussing his piece in Time magazine (~13 minutes) [H/T ValueWalk] (LINK)

Yanis Varoufakis: "And the Weak Suffer What They Must?" | Talks at Google (LINK)

Everything as a Service - by Ben Thompson (LINK)

How Uber conquered London [H/T @iancassel] (LINK)

Coupang: The $5 Billion Startup Filling Amazon's Void In South Korea (LINK)

The Secret Culprit in the Theranos Mess [H/T The Big Picture] (LINK)

Duncan Clark: "Alibaba: The House That Jack Ma Built" | Talks at Google (LINK)
Related book: Alibaba: The House That Jack Ma Built
Exponential Wisdom Podcast - Episode 21: Inside the Future of Healthcare (LINK)

Latticework of Mental Models: The Two Systems of Thinking (LINK)
Related book: Thinking, Fast and Slow
Evolution’s Next domain, the Symbology - by Nick Gogerty (LINK)
Related book: The Nature of Value: How to Invest in the Adaptive Economy
David MacKay - final interview and tribute (video) (LINK)
Related book: Sustainable Energy - Without the Hot Air
Life As We Know It - By Bill Gates (LINK)
Related book: The Vital Question: Energy, Evolution, and the Origins of Complex Life
If you're interested in blockchain technology, I've seen a couple of mentions of the new book The Business Blockchain: Promise, Practice, and Application of the Next Internet Technology.

Book of the day [Bill Gates and Charlie Munger both mentioned they just read it. Munger said he enjoyed it but was disappointed with the conclusions.]: The Rise and Fall of American Growth: The U.S. Standard of Living since the Civil War