Friday, July 28, 2017


"Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of good business conditions. The purchasers view the good current earnings as equivalent to "earning power" and assume that prosperity is equivalent to safety." -Benjamin Graham (The Intelligent Investor)

The Latticework Podcast: Elliot Noss on Intelligent Investing in a Changing World (LINK)
Under Elliot Noss, Tucows challenged how software was distributed in the 1990s and how domain names were offered and managed in the 2000s and is challenging how mobile phone service and fixed Internet are provided today. For nearly twenty years, Elliot has loved and championed the Internet as the greatest agent of positive change the world has ever seen. Through his role at Tucows, his involvement in ICANN and his personal efforts, he has lobbied, agitated and educated to promote this vision and protect an Open Internet around the world.
The Third Time is the Charm - by Eric Cinnamond (LINK)

How platforms transform traditional industries - by Sangeet Paul Choudary (LINK)

Adventures in Finance podcast: Let's Make Some F***ing Money (LINK)
Our season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital Management, and Tian Yang of Variant Perception.
FT Alphachat podcast: Michael Pettis on the mechanics and politics of trade (LINK)
Economist Michael Pettis joins the FT’s Cardiff Garcia and Matt Klein to discuss the macroeconomic framework he introduced in his book The Great Rebalancing.
Decapitated Worms Get Better, See Again - by Ed Yong (LINK)