Friday, November 21, 2014


Howard Marks' CFA Institute Conference Presentation (video) (LINK)

Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.)

When Stock Buybacks Are Not a Waste of Money (LINK)
Related link: Warren Buffett on Share Repurchases
Related book: The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
The Difference Between an Investment Firm and a Marketing Firm (LINK)

a16z Podcast: The End of Ownership [Interesting discussion on the trend towards access instead of ownership.] (LINK)

a16z Podcast: The Next Phase of 3D Printing (LINK)

Three books I bought or added to my wish list after reading Jeremy Grantham's latest letter (1 new, 2 old):
  1. The End of Normal: The Great Crisis and the Future of Growth
  2. Economics As a Science
  3. The Image: Knowledge in Life and Society