Monday, May 15, 2017


For Audible members, Audible's latest 2 for 1 sale has some good titles. (LINK) [If you're not a member yet, and haven't yet done a free trial, you can get a free trial and 2 free audiobook credits by signing up HERE. And given the 2 for 1 sale, you could get 4 free books instead of 2 with the free trial. I got through about half of Endurance: Shackleton's Incredible Voyage on a car trip over the weekend, and it's both great so far and included in the Audible sale.]

The transcript from Warren Buffett's appearance on CNBC late week [H/T Peter and Eli] (LINK)

How I Built This podcast -- Whole Foods Market: John Mackey (LINK)

Taking the bull case for Valeant seriously - by John Hempton (LINK)

Amit Wadhwaney's letter at Moerus Funds from a few months ago [H/T @chriswmayer] (LINK)

Grant's Podcast: Vol’ is the only asset class -- The ABCs, and the XYZs, of volatility with Christopher Cole of Artemis Capital Management (LINK)

Why Amazon is eating the world (LINK)

Retail Ripe For And Resistant To Disruption (LINK)

Aldi raises stakes in US price war with Wal-Mart [H/T Matt] (LINK)

WannaCry About Business Models  - by Ben Thompson (LINK)

Book of the day (updated for 2017): The One Hour China Book