Monday, January 2, 2017


"I've always felt ideas were a dime a dozen. If you had one that didn't work out, you should not fight too hard to save it, just go find another." -Danny Kahneman (via The Undoing Project)

Charlie Munger on the Paradox in Hold vs. Buy Decisions in Long Term Investing - by Sanjay Bakshi (LINK)

A Half-Dozen Ways to Look at the Unit Economics of a Business - by Tren Griffin (LINK)

To Be a Great Investor, Worry More About Being Wrong Than Right - by Jason Zweig (LINK)

Inequality and Skin in the Game - by Nassim Nicholas Taleb (LINK)

Mohnish Pabrai's Interview with BTVi about markets and commodities (video) (LINK)

Mutual Fund Observer, January 2017 (LINK)

a16z Podcast: The Movement of Money (LINK)

a16z Podcast: New Year, New Horizons: Pluto! (LINK)