Bloomberg story about the “uber quant” hedge fund Renaissance Technologies
Hilton Hotel is going to split into 3 companies
Stock Buybacks in Europe seem to have lost their magic
Wexboy celebrates 5 years of blogging as well as Alpha Vulture. Keep it up guys !
“How I built this” podcast – Herb Kelleher & Southwest Airlines (via Valueinvestingworld)
A very interesting piece on Mark Zuckerberg and how he runs Facebook
I think it is no exaggeration to say that Clayton Christensen is THE management guru on innovation. His first book, “The innovator’s dilemma” is a must read classic management book.
Taleb has written a foreword to the upcoming biography of Ed Thorpe. (This is the book I am really looking forward to….)
Jason Zweig on the stamina required for longterm investing success
Damodaran on the perils of family owned (Indian) companies (Tata)
Morgan Housel on (non traditional) sources of competitive advantages
Steve “the big short” Eisman is short European Banks
And yes, finally a few Trump related links worth reading:
– Howard Marks
– Ray Delio
– Bill Gross
– and of course the full interview with Warren BUffett
Guranteed “Trump Free”:
India has been “demonetized” this week. Interesting to see how this will turn out.
Freakonomics podcast on why expensive wines seem to taste better (and other stuff)
The Brooklyin Investor has a look a Och-Ziff, the listed US Hedge fund
Geoff Gannon is blogging again and answering questions like “How to find sutainbale profitable companies” or “How to invest if you have only one hour a day”
Jeff Bezos interview by Charlie Rose (h/t valueinvestingworld)
Market Folly has a good summary of pitches from the “Invest for kids” conference
The positive effects of no news (for 7 days)
Tyler Cowen on why China’s economy didn’t crash (yet)
Bill Miller explains the accelerating shift from active to passive strategies
Podcast: Barry Ritholz interviews Prof. Damodaran
Smart thoughts on if we will ever see fully self driving vehicles
Interesting story how Chipotle tries to fight back from their E.coli scandal
A good summary how the big UK banks are currently doing
According to the WSJ, stock picking is dying (search for headline)
Bill Ackman has seen better days indeed.
Why mechanical watches still go strong in the digital age
12 essential aspects of platform businesses
Those two books might be somehow unusual for a blog dedicated to Value investing, but I do believe that especially for value investors it is very important to understand what is happening elsewhere and those two books provide plenty to learn and apply even (or especially) for value investors.
“Venture Deals – Be smarter than you lawyer and Venture Capitalist”
“Venture Deals” is a rather technical but nevertheless very interesting book and in my opinion a “Must” for anyone directly involved in start-up funding, either as an investor or founder.
Rocket Internet’s startup factory is really struggling
The mad world of the bottled water business
Good Bloomberg post on UK star asset manager Neil Woodford
Interesting post from Farnam Street on Jared Diamond and “how to get rich”
Clayton Christensen’s “Talk at Google” on growth and how to sustain success
There will be more mergers in the Asset Management industry
First a big “thank you” to the reader who sent me an EMail and pointing me to this book.
Everyone who works in a big company knows the feeling: You had a really stressful day with many meetings etc. but by the end of the day you go home and are frustrated because you got nothing done. Or you have those colleagues who are always busy but if you need something from them, you never get an answer. Or you have been watching the Bloomberg screen on a really bad day all day long and achieved exactly nothing.
The retail experience of the future ? Warby Parker’s new flagship store doesn’t try to sell you anything.
A short write up on Steel Partners and the link to the last shareholder letter. Plus the guy who runs Steel Partners is called Warren.
Good WSJ article on Moleskin Spa (search for headline). I had this stock on my to do list but now it is too late….
John Hempton on “Punchcard Investing” and an answer from John Huber
A very insightful story about John D. Rockefeller, written in ….1906.
Forager Funds recap of their Sotheby’s investment
