Wednesday, September 6, 2017


"Overpermissive providers of capital frequently aid and abet financial bubbles. . . .  In Field of Dreams, Kevin Costner was told, 'if you build it, they will come.'  In the financial world, if you offer cheap money, they will borrow, buy and build – often without discipline, and with very negative consequences." -Howard Marks (November 2001)

TED Talk -- Ray Dalio: How to build a company where the best ideas win (LINK)
Related book: Principles: Life and Work - by Ray Dalio
Everything is Changing; So Should Antitrust - by Ben Thompson (LINK)

The Dhandho Investor’s Guide to Calculating Intrinsic Value (LINK)
Related book: The Dhandho Investor
Dan Pink: Why you should take notes by hand (video) (LINK)