Wednesday, December 7, 2016

The Second Machine Age

There's a lot of doom and gloom out there about where our standard of living is headed. The Second Machine Age explains why the pessimists are wrong.

Friday, December 2, 2016

Dear Chairman

After a mid-year slump where I felt I wasn't getting enough from the books I was reading, I've been on a hot streak lately with some great ones. Dear Chairman is the latest book to get me fired up.

Tuesday, November 29, 2016

Losing the Signal

You've created a company that has taken the world by Storm®. You're the envy of the industry, having become a paper billionaire thanks to your founders shares. But then it all comes crashing down. A series of catastrophic events ensues, and at the end your product has become a laughing stock. Losing the Signal is the brilliant inside story of the spectacular rise and fall of Blackberry.

Friday, November 25, 2016

Bye-Bye, Beazer

Just 7 months ago, I brought up Beazer Homes as a potential value opportunity. This was a profitable home builder trading at an enormous discount to book value. While it's still a profitable home builder, the discount has eroded significantly.

Wednesday, November 23, 2016

Best Books of 2016

These weren't actually written in 2016 (most of them anyway), but rather I read them in 2016. I went through all the books I read this year, and have ranked them below, as holiday gift ideas for you!

Parenting With Love and Logic

Your adult child is an irresponsible brat; such is the nightmare of many parents. What can one do to prevent this? The authors of the Bill-Gates-recommended Parenting With Love And Logic have some suggestions.

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