Monday, June 6, 2016


The Valeant Meltdown and Wall Street's Major Drug Problem - by Bethany McLean (LINK)

The Wall Street Golden Boy Who Allegedly Fleeced His Friends and Family - by William D. Cohan (LINK)

How Mark Zuckerberg Led Facebook's War to Crush Google Plus (LINK)

Barron's thinks Oaktree (OAK) is worth $60 per share (LINK)

Calculating the Return on Incremental Capital Investments (LINK)

Jason Zweig on EconTalk (LINK)
Related book: The Devil’s Financial Dictionary
Joel Greenblatt: Don't make this investing mistake (video and article) (LINK)

Joel Greenblatt on Apple (video) (LINK)

Rob Arnott: Capital Markets Expectations (video) [H/T Barry Ritholtz] (LINK)

Horizon Kinetics - Under the Hood: What's in Your Index? Why Utility Stocks Should Concern Income-Oriented Investors (LINK)

'Warren Buffett’s Ground Rules' dissects the Omaha-based billionaire’s approach to investment [H/T Linc] (LINK)
Related book: Warren Buffett's Ground Rules
How Norway’s Warren Buffett has banked 30% yearly gains since 1987 [H/T Linc] (LINK)
Related book: Concentrated Investing
Niall Ferguson: What Would Kissinger Make of the Brexit Debate? (video) (LINK)
Related book: Kissinger: 1923-1968: The Idealist
Kevin Kelly on The Tim Ferriss Show (podcast) (LINK)
Related book (released tomorrow): The Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future 
Steven Pinker on the Masters in Business podcast (LINK)

Malcolm Gladwell has an interesting podcast coming soon (LINK)
Welcome to Revisionist History, a new podcast from Malcolm Gladwell and Panoply Media. Each week, over the course of 10 weeks, Revisionist History will go back and reinterpret something from the past. An event. A person. An idea. Something overlooked. Something misunderstood. Because sometimes the past deserves a second chance.