Thursday, July 16, 2015

Links

Charlie Munger on Frozen Corportion [H/T @Sanjay__Bakshi] (LINK)

NEUROECONOMICS AND THE ART OF PORTFOLIO MANAGEMENT (LINK)
Related book: Your Money and Your Brain
Delivering Alpha Conference Notes (LINK)

Scott Adams: The Judgy Bubble (LINK)

Book of the day [H/T Pat Dorsey, via the Value Investing Podcast]: Jannie Mouton: And then they fired me

In that podcast, I believe Pat Dorsey also mentioned Cintas, which deworsified its very good business a bit by getting into the more capital intensive document shredding business. I was reminded of it after the Stericycle news today, which will be interesting to see if it ends up being a similar deworsifier for it as well.