Monday, March 19, 2018


What I read during 2017 and a few book recommendations - by Tamás Vincze (LINK)

Understanding Speed and Velocity: Saying “NO” to the Non-Essential (LINK)

To Control Your Life, Control What You Pay Attention To (LINK)

Good news is gradual, bad news sudden - by Matt Ridley (LINK)

Buffett and Munger on Discount Rates and How They Read Annual Reports [H/T @HurriCap] (LINK)

How the Bear Stearns Meltdown Wrecked Something More Valuable than Money - by Jason Zweig ($) (LINK)

The Facebook Brand - by Ben Thompson (LINK)

Stream On: An IPO Valuation of Spotify! - by Aswath Damodaran (LINK) [Though maybe he's a little too optimistic on content costs continuing to drop.]

Business Lessons from Jack Ma - Alibaba and the 40 SaaS - by Tren Griffin (LINK)

Leithner Letter No. 222-225 (a sample chapter from The Bourgeois Manifesto) (LINK)

Wing's IoT Startup State Of The Union [H/T @AlexRubalcava] (LINK)

Patrick Collison (CEO of Stripe) Reddit AMA [H/T @sarthakgh] (LINK)

Scott Galloway on breaking up tech's big Four (podcast) (LINK)
Related book: The Four
How I Built This Podcast -- LARABAR: Lara Merriken (LINK)

a16z Podcast: How to Live Longer and Better (LINK)

Book of the day: Tectonic Shifts in Financial Markets: People, Policies, and Institutions - by Henry Kaufman