Friday, October 30, 2015


Sequoia Fund defends Valeant, its largest holding (LINK)

John Hempton [other side of the trade from Sequoia]: Comments on the blockbuster Valeant conference call (LINK)

How to Say “No” When It Matters Most (or “Why I’m Taking a Long ‘Startup Vacation'”) - by Tim Ferriss (LINK)

Book of the day (which I was reminded of after a recent re-read of Michael Mauboussin's paper, "Size Matters," where he mentioned the book having "a good discussion of how to understand odds"): Getting the Best of It