A great summary on how to create “Atomic habits”
The Rational Walk blogs looks back on 10 years of blogging
Ryan Holiday on how to seize the day
A collection of interesting investor letters from the Tollymore fund
Must read: Morgan Housel’s 29 Money Rules
Why Lithium and Cobalt prices are still falling
China’s impact on the world economy has increased significantly
Interesting rant on why AI won’t replace any job and Won’t drive any car
Fantastic slide deck on how the VC market has developed (hint: a lot of value is now captured pre IPO)
Pabrais’s “free lunch portfolio” tanked in 2018 but he is proposing a new one for 2019
“Bond King” Bill Gross now has officially retired. Maybe a few years too late.
Random thoughts on HoldCos, Netflix, SPorts Media company and some links
Recommended: TGV Partners 2018 letter to shareholders and TGV Truffle 2018 letter to investors
Ben Evan’s doesn’t think that 5G networks will be a revolutionary new technology
Is Computime really a “high quality Net-Net” stock ?
Good write up on Edgewell Personal Care which looks like a cheap defensive consumer stock
An interesting portrait of Masa Son from Softbank as the “Most powerful man in Silicon Valley”
An excerpt of the 2018 letter to investors from Rangeley Capital
You think your personal data is worth a lot ? Maybe think twice….
Rob Vinall (RV Capital) has released his 2018 letter with deep thoughts on subscription models. There will also be a Live Stream of his upcoming investor meeting
Marketfolly has good write ups on the London Sohn Conference
Interesting thoughts on the strength of different platform business models
GreenWood Investors explains its “12 month re-underwriting” process
Fellow blogger Wexboy with his 2018 review as does JohnKingham (UK Value Investor)
Strong versus weak technologies
Yet another value blog with write up on Radisson Hospitality and Telecom Italia
Farnam Street on how not to be stupid plus its 2018 review
And ValueInvestingWorld with a fitting “final checklist” before making an investment decision
An interesting view on how “factors” like size, EV/EBIT etc. performed in 2018
Honeywell looks potentially interesting after the spin-off as well as ARLO
Good feature on Paul Singer (Elliott)
Four blogs with totally “off the beaten track” portfolios have posted 2018 reviews:
– GlobalStockPicking
– Alpha Vulture
– Value Investing France
– Clark Street Value
David Einhorn had a catastrophic year in 2018
Eddie Elfenbein’s Buy list 2019 has been released last week
The Bull, Bear and Value blog with a 2018 portfolio recap
Nope, US Steel stocks did not benefit from the steel tarifs
Some notes from a Value Investing Conference in NYC (h/t Valueinvestingworld)
Cautious remarks from Fred Wilson on the cash burn of VC backed companies
An interesting book list from A16Z
Great advice from Ryan Holiday on how to create better habits
Bill Gates explains what he has learned in 2018
Don’t miss: Stratechery 2018 review
Some very insightful investing lessons from Morgan Housel
GlobalStockPicking with a nice write-up on HK based Modern Dental Group
A quick look at the upcoming United Technologies Spin-off
Great collection of 50 reasons why most of “us” are not thinking long term enough
Farnam’s Street 2018 letter to its readers
A quick look at offshore drillers (Rowan, Diamond)
Plus a Christmas Bonus: Eric Clapton performing “White Christmas”;
