Sunday, January 21, 2018


​Value Investor Klarman Watching for Stumbles Among ‘Unicorns’ (LINK) [And if anyone happens to have a copy of Klarman's letter that they'd be willing to share (, I'd be much appreciative. Thanks.]

Morgan Housel's presentation at last year's MicroCap Leadership Summit: What Other Industries Teach Us About Investing (video) (LINK)

Horizon Kinetics: 4th Quarter Commentary [H/T @chriswmayer] (LINK)

Future U.S. Equity Returns: A Best-Case Upper Limit [H/T The Big Picture] (LINK)

The Biggest Electric Vehicle Company You’ve Never Heard Of [H/T Linc] (LINK)
Shenzhen’s BYD, which started as a battery company, is a giant in China—and its ambitions are increasingly global.
Super Bass-O-Matic Subscriptions: Lessons from Rovco on Customer Retention - by Tren Griffin (LINK)

The techlash against Amazon, Facebook and Google—and what they can do (LINK)

Exponent Podcast: Episode 137 — Addicted to Facebook (LINK)

Why you should check email less often, and how to do it (LINK)

The World Has Never Seen an Oil Spill Like This (LINK)

‘Least Racist Person’ Is Scared of Great Whites - by Ed Yong (LINK)

Adam Grant interviews Walter Issacson about his biography of Leonardo da Vinci [H/T Linc] (LINK)
Related book: Leonardo da Vinci