Monday, November 21, 2016


Notes from Warren Buffett’s Meeting with University of Maryland Students (LINK)

25iq: Why Moats are Essential for Profitability (Restaurant Edition) - by Tren Griffin (LINK)

Morgan Creek Capital Management's Q3 Letter (LINK)

Udemy: Value Investing, Taught by Six Superinvestors [H/T @HurriCap] (LINK)

Mohnish Pabrai's Interview with ET NOW on Trump, Demonetization and Value Investing (LINK)

Decoding Amazon's Fashion Ambitions [H/T @BaseHitInvestor] (LINK)

Inside a Moneymaking Machine Like No Other [H/T Matt] (LINK)
The Medallion Fund, an employees-only offering for the quants at Renaissance Technologies, is the blackest box in all of finance.
The Big Short: is the next financial crisis on its way? [H/T Hurricane Capital] (LINK)
Steve Eisman saw the last crash coming and was portrayed in an Oscar-winning film. Now he believes Europe’s banks, especially Italy’s, are at risk
50 Things That Made the Modern Economy podcast: The Shipping Container (LINK)
Related book: The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger