Tuesday, October 31, 2017
Boyles Asset Management – Q3 2017 Letter Excerpt
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Classifying, Cataloguing, Collecting…and the Capital Cycle “The stamp collecting is important. ‘Even Darwin’s Journal was just a scienti...
Monday, October 30, 2017
Links
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Video - Cohesion with Ben Darwin [H/T Tamás] ( LINK ) Earlier this year we introduced Ben Darwin’s insightful work on how relationships wi...
Valuations, interest rates, and corporate profitability...
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As I was re-reading some old letters from Seth Klarman, I thought the below paragraphs were worth sharing once again. Given Mr. Buffett...
An interview with Tamás Vincze, author of "Eighteen and Cancer"
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My friend Tamás Vincze has written a short book, Eighteen and Cancer , about his experience with cancer. I first saw him write about his ex...
Sunday, October 29, 2017
Links
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What Amazon Means For The Rest Of Us ( LINK ) Transcript of David Einhorn's CNBC appearance last week [H/T Linc] ( LINK ) A Dozen Bu...
Wednesday, October 25, 2017
Links
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"My favorite quote comes from a British author named Christopher Morley, 'There's only one success: to be able to live your li...
Figuring out why you’re right and the market is wrong...
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I've been slowly reading through the book Pitch the Perfect Investment by Paul Sonkin and Paul Johnson, and have been enjoying it. Th...
Tuesday, October 24, 2017
Links
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"I think 'virtue' sometimes gets a bad name, especially on the left, because it’s so associated with the Christian virtues and...
Monday, October 23, 2017
Links
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"My perspective...is that we’re really not surprised nearly often enough, because one of the things that really happens, as soon as an...
Sunday, October 22, 2017
Books
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Amazon is retiring the aStore feature on October 27th. So I'll be adding as many titles as I can between now and then to this page, whi...
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