Investing is science AND art
Very interesting article on Costco and its strong company culture
Google seems to become a more “normal” company with financial discipline (Good bye “moon shots” ?)
There is a lot of change in the pipeline for the troubled shipping industry
The Farnam Street blog has a great collection of book lists
Interesting write up on Amazon from Brazil
Barry Ritholz reviews the new Michael Lewis Book “The Undoing Project”
another good source of book summaries:
Cool !! Thanks.
not sure if you have seen it or not but I thought I should also add this in case you missed it:
any thoughts about Bayer..? 🙂
Thanks for the link. No, Bayer is “too hard” for me. I do not know enough about pharamaceuticals to give a “qualified opinion”.
Memy I also liked the shipping article. As if the industry does not already have enough to worry about….
Owning ships has been much more fun 5 or 10 years ago…..
The shipping one interesting. I had not heard of this before, and now I’m wondering what opportunities could arise out of this.