Some links
The founder of Singapore has died at age 91. Great article from the Telegraph on his life and achievements.
MUST READ: Howard Marks on liquidity
A new investing blog called jnvestor with some pretty good write ups. Keep it up mate !!!
A very good post about market timing and “cash addiction”
Notes from the Daily Journal 2015 meeting with great quotes from Charlie Munger
Amazon with a direct attack on all cloud storage competitors
Finally, the Brooklyn Investor nicely wraps up the HeinzKraft case
value and opportunity 
Thanks a lot for the praise! It really means a lot to me.
I was kind of hoping that I would have had more time to hone my skills before someone discovers my write-ups.. 🙂
One note about Wired’s comparison: it does not include important technical details.
Yes, Amazon is the cheapest at this point, but it also offers nothing else but storage, while the other companies offer a lot of value added services.
For instance, for 7$/month, you also get Office desktop apps and 60 Skype minutes/month from Microsoft. Plus, from what I’ve heard so far from people using Amazon’s service, it’s considerably slower to upload and retrieve files. You can guess which service of these two is more popular.
In my opinion, Amazon’s move will not make companies like Microsoft or Google reconsider their storage prices too much. They are already extremely cheap and people/companies would rather have more services included than paying even less for storage. A recent VentureBeat article ( http://venturebeat.com/2015/03/26/amazon-launches-two-new-cloud-drive-unlimited-plans-11-99year-for-photos-and-59-99year-for-everything/ ) mentioned that people don’t really need that much storage space and, at this point, lower prices will not be a great competitive advantage.
Amazon is a great cloud platform, but their only strategy as a company seems to be to just “disrupt” a lot of industries with the only purpose of gaining market share and no focus on profit. Contrast that to Google – a company that is doing the same, but in a more sustainable way in my opinion, with focus on both growth and profitability for each new market they enter.
You’re only as smart as your dumbest competitor ! Analysis: Amazon’s Unlimited Storage No Threat to Cloud Storage Rivals http://www.datacenterknowledge.com/archives/2015/03/26/amazons-unlimited-cloud-storage-no-threat-to-rivals/
BTW, one historically profitable unlimited online backup company that I use is backblaze : see the image of this 2009 post https://www.backblaze.com/blog/petabytes-on-a-budget-how-to-build-cheap-cloud-storage/ and that 2014 one : https://www.backblaze.com/blog/backblaze-storage-pod-4/ and https://www.backblaze.com/blog/150-petabytes-of-cloud-storage/
Hi there, I am reading your post with my iPad and both links bring me to the same place (Liquidity paper from Howard Marks). Could You please check it?
MUST READ: Howard Marks on liquidity
A new investing blog called jnvestor with some pretty good write ups.
Enviado desde mi iPad
Please, update link:
A new investing blog called jnvestor with some pretty good write ups. Keep it up mate !!!
It linked to “Howard Marks on liquidity” too.
thanks
thanks, I have changed it.