Monday, October 3, 2016


Bruce Berkowitz on WealthTrack (video) (LINK) ["This mania for all things indexation will lead to disaster.... Indexation in general is a good idea.... But there are some assumptions there."]

Liquidity Risk Increases at Fairholme [Berkowitz touched on this a bit on the video above.] [H/T Will] (LINK)

Barron's discusses Liberty Media (LINK)

Mike Dariano discusses what he learned from reading Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger (LINK)

25iq: A Dozen Things You can Learn by Reading “The Success Equation” by Michael Mauboussin (LINK)

Horizon Kinetics -- Under the Hood: What's in Your Index? The Value of Cash (LINK)

Mutual Fund Observer, October 2016 (LINK)

The Absolute Return Letter - October 2016 (LINK)

Venture Capital: It is a pricing, not a value, game! - by Aswath Damodaran (LINK)

Michael Hudson reviews James Galbraith's Welcome to the Poisoned Chalice: The Destruction of Greece and the Future of Europe (LINK)

Sam Altman’s Manifest Destiny (LINK)
Is the head of Y Combinator fixing the world, or trying to take over Silicon Valley?
Question Everything You Know About Fitness - by Tim Ferriss (LINK)
Related book (December release date): Tools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers
TED Talk - Ellen Jorgensen: What you need to know about CRISPR (LINK)

Mission accomplished: Rosetta crashes into comet (LINK)

The Cato chronicles, part IV: the clash with Cicero (LINK)

Book of the day: Edison as I know him - by Henry Ford