Sunday, March 12, 2017

Links

I got a chance to watch and enjoy the Chuck Akre video linked to yesterday. Once again, he mentioned the book 100 to 1 in the Stock Market, as well as mentioning how he enjoys reading business biographies. I've been collecting a growing list of recommended business biographies for a while, which you can find HERE if interested.

This Book Left Me in Tears - By Bill Gates (LINK)
Related book [one of the best I've read]: When Breath Becomes Air
The Facts are True, the News is Fake – by Nassim Nicholas Taleb (LINK)

It’s Time for a Revolution in Investor Disclosures - by Jason Zweig (LINK)

You have Discovered Product/Market Fit. What about a Moat? - by Tren Griffin (LINK)

Tad Montross' old blog posts, which apparently have some great info for insurance enthusiasts [H/T Linc] (LINK)

Level 3, which started with hopes of riches but ended with big losses for most shareholders, will cease to exist [H/T Linc] (LINK)
It all started in the 1990s with the best of intentions, plus the admiration Omahans have for Peter Kiewit Sons’ Inc., the Omaha construction and mining company, along with its then-chairman and chief executive, Walter Scott. 
Along the way, Scott’s friend and business associate Warren Buffett also gave an endorsement of Level 3. His Berkshire Hathaway Inc. invested $100 million in the company for a brief time. 
In 2002 Buffett issued a statement that expressed confidence in Level 3’s management, finances and “valuable assets” and added: “Level 3 is well-equipped to seize important opportunities that are likely to develop in the communications industry.”
Warren Buffett: 'More Will Come' [site-built housing acquisitions] [H/T Linc] (LINK)

Ravi Nagarajan reviews the book There's Always Something to Do: The Peter Cundill Investment Approach (LINK)

Trump’s Mysterious Stock Boom - by James Surowiecki [Surowiecki's last Financial Page for The New Yorker] (LINK)

The Economist reviews Daniel Dennett's From Bacteria to Bach and Back: The Evolution of Minds [H/T Linc] (LINK)
Related previous link (video): Daniel Dennett: "From Bacteria to Bach and Back: The Evolution of Minds" | Talks at Google
Swapping panic for bewilderment starts us on the road to success (LINK)
“Panic is a form of hubris. It comes from a feeling that one knows exactly where the world is heading. Bewilderment is more humble and therefore more clear-sighted.”
Think like a bronze medalist, not silver (LINK)