Monday, April 20, 2015

Racing Towards Excellence

I wish I had read something like Racing Towards Excellence when I was much younger. Instead of getting the inside story on a number of things I just didn't know, I had to learn from my own mistakes. I highly recommend the book to anyone in their 20s or younger.

Monday, April 13, 2015


Yuval Harari's book Sapiens is just an excellent read. It's about three important periods of human history: the cognitive revolution (where our ancestors became able to use their minds to a level unseen in other species), the agricultural revolution (where our lifestyle changed dramatically) and the scientific revolution (where our standards of living as well as our potential to destroy rose tremendously).

Friday, April 10, 2015

Rosetta Stone

This isn't about Rosetta Stone the stock (I have no idea where that's going), but rather about Rosetta Stone the service. For the last year or so I've used Rosetta Stone to successfully learn a new language: Hindi.

Friday, April 3, 2015

Karsan Value Funds: 2015 Q1 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.

Thursday, April 2, 2015

Behind The Cloud is a market darling, having taken the CRM industry by storm. Last year, the company had sales of over $5 billion, which is more than 30% above the year before, which in turn was more than 30% above the year before that. In Behind The Cloud, founder and CEO Marc Benioff discusses what he thinks are the key success factors that propelled his business to what it is today.

Monday, March 30, 2015

The Great Influenza

It is believed that a flu virus managed to kill 5% of the earth's population around 1918. In The Great Influenza, John Barry puts us there. The reader travels with the bug across the world, gets a glimpse of the terror it caused among the population, learns how the virus works, and meets the scientists who try to fight it.

Tuesday, March 24, 2015

Hornbeck Offshore

Under normal conditions, I tend to avoid investing in anything related to energy and other commodities, precisely because they are prone to the type of manic price crashes that we have seen in the oil industry over the last couple of quarters. But following crashes, there may be opportunities to pick up some babies that have been thrown out with the bathwater. I believe Hornbeck Offsore Services (HOS) may offer just such a chance, with some downside protection to go along with upside as the price of oil eventually (even if it's many years away) reverts to the all-in cost of a marginal barrel.

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