Thursday, February 2, 2017


"It is not enough to be a hardworking person. Think: what do you work at?" -Henry David Thoreau

"There's no use running if you're on the wrong road." -Warren Buffett

Oaktree Capital video: Risk Management with Raj Makam (LINK)

The Absolute Return Letter - February 2017: Who Really Knows? - An Open Letter to Howard Marks (LINK)

Third Point's Fourth Quarter 2016 Investor Letter (LINK)

TED Talk - Eduardo Briceño: How to get better at the things you care about [A bit repetitive for those that have already read the literature on deliberate/deep practice.] (LINK)

Book of the day [H/T Brian Koppelman and Patrick O'Shaughnessy]: The Artist's Way - By Julia Cameron