Wednesday, October 24, 2018


As I was reviewing the names on my watch list, I noticed Box Inc. is well below the price where Chamath Palihapitiya recommended it at the Sohn Conference earlier this year. For those interested, the presentation excerpt (video) where he recommends it is HERE. [Disclosure: No position.]


Humble Exits - by Morgan Housel (LINK)

The Problem with Facebook and Virtual Reality - by Ben Thompson (LINK)

Ben Thompson chats with Tyler Cowen (podcast) (LINK)

Decrypted Podcast: How Your DNA Test Could Land a Relative in Jail (LINK)

Trailblazers with Walter Isaacson (podcast) -- Politics: The Medium is the Message (LINK)

Why It’s Hard to Break the Gnus - by Ed Yong (LINK)

Book of the day: The Meat Racket: The Secret Takeover of America's Food Business