Thursday, May 5, 2016


Fantasy Math Is Helping Companies Spin Losses Into Profits [H/T @GnDsville] (LINK)

Notes From Sohn Conference New York 2016 (LINK)

Links to some good collections of investing material from Shai over on the Latticework site (LINK)

Milken Conference Panel with Kyle Bass, Mark Attanasio, Michael Hintze, Mitchell Julis, Sarah Ketterer (video) [H/T ValueWalk] (LINK)

Milken Conference - Meaningful Work and Relationships Through Radical Truth and Transparency: A Conversation with Ray Dalio (video) (LINK)

The full collection of videos from this year's Milken Conference can be found HERE. A detailed program can be found HERE. The subject matter is pretty broad overall (finance, economics, blockchain technology, meditation, future of healthcare, etc.).

Book of the day: Poorly Made in China: An Insider's Account of the China Production Game