Monday, August 20, 2018


"We will never buy anything we don’t think we understand. And our definition of understanding is thinking that we have a reasonable probability of being able to assess where the business will be in 10 years." --Warren Buffett

A Short History of Emerging Market Corrections & Bear Markets - by Ben Carlson (LINK)

Thoughts from my recent Beijing trip - by Bill Bishop (LINK)

What Your Car Knows About You ($) (LINK)

Venezuela Adds to Chaos With One of Biggest Currency Devaluations Ever (LINK)

Turkey, Emerging Markets, and Your Portfolio (LINK)

Elad Gil on the Recode Decode Podcast (LINK)
Related book: High Growth Handbook