Some links

Before ultimate world domination, right now Uber seems to be in some deep trouble.

A good collection of Mungerisms by the always excellent Farnam Street blog

An epic 2016 letter from Semper Augustus with very interesting thoughts on profit margin mean reversion (h/t valueinvestingworld)

An interesting historical comparison of ship brokers Clarkson and Braemar

Joel Greenblatt interview on Wealth Track” ((h/t valueinvestingworld)

Tyler Cowen’s new book “The Complacent Class” looks very interesting

2 comments

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s