Monday, October 10, 2016


25iq: A Half Dozen Things I’ve Learned from Robert Cialdini’s book “Influence” - by Tren Griffin (LINK)
Related books: 1) Influence: The Psychology of Persuasion; 2) Pre-Suasion
Paul Lountzis on Differential Insights (video presentation) (LINK)
Over the last twenty years, technology and the internet has made financial information and secondary research a click-a-way for almost every investor. Today more than ever, investors need to focus on qualitative analysis, scuttlebutt, and field based research to gain an advantage. At our MicroCap Leadership Summit, value investor Paul Lountzis gave a great presentation on acquiring differential insights, those unique strategic insights that bring the numbers to life.
Steven Bregman's (Horizon Kinetics) slides from the Grant's conference [H/T ValueWalk] (LINK) [There are a few other presentations from the conference available HERE.]

Hurricane Matthew to Test Catastrophe-Bond Market (LINK)
Just over half of outstanding $22 billion in catastrophe bonds held by pension plans and other big investors have some exposure to Florida storms
Uber Slayer: How China’s Didi Beat the Ride-Hailing Superpower (LINK)

Inside Rocket Internet’s Ailing Startup Factory (LINK)

60 Minutes video: Artificial intelligence positioned to be a game-changer (LINK)

60 Minutes video: Gorilla Doctors (LINK)

Mike Dariano summarizes an interview that Tom Brokaw did discussing his life (LINK)

New Wonderland Podcast with Steven Johnson: Airplanes, Zoos, and Infinite Chickens (Or, Why Do Humans Like To Play?) (LINK)

Book of the day [H/T @Sanjay__Bakshi]: Structured Analytic Techniques for Intelligence Analysis