Tuesday, June 2, 2015
Competitive forces and competitive advantages...
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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : If a company is earning far in exces...
Marcus Aurelius quote
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From Meditations : Given the material we’re made of, what’s the sanest thing that we can do or say? Whatever it may be, you can do or say ...
Monday, June 1, 2015
Links
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Meb Faber: 10 Bearish Charts, 1 Bullish Chart ( LINK ) Richard Duncan interview with Gordon T. Long of Macro Analytics (video) ( LINK ) [...
Sunday, May 31, 2015
Links
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A Dozen Things Learned from Seneca The Younger About Venture Capital, Startups, Business and Life ( LINK ) Related Kindle book: Complete W...
Saturday, May 30, 2015
Bill Gates' 1996 interview with Charlie Rose
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Link to video .................... Related book: The Road Ahead
Friday, May 29, 2015
Links
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Max Olson's limited, hard copy book of the Berkshire Hathaway letters for the 50-year anniversary that was sold at the annual meeting i...
Thursday, May 28, 2015
Quote of the day...
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From Michael Lewitt (video): I feel today the way I felt in 1999-2000. The way I felt in 2007. Where the cycle is getting very extended. ...
Links
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Dick Fuld's first public remarks since Lehman's collapse ( LINK ) Mary Meeker's 2015 Internet trends presentation ( LINK ) ...
Wednesday, May 27, 2015
Links
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Lawrence Cunningham presentation on his book, Berkshire Beyond Buffett: The Enduring Value of Values (video) ( LINK ) Sanjay Bakshi: IMP...
Tuesday, May 26, 2015
Links
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Neil deGrasse Tyson on Charlie Rose (video) ( LINK ) Aswath Damodaran: No Light at the end of the Tunnel: Investing in Bad Businesses ( LI...
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