Tuesday, December 10, 2019

The Man Who Solved The Market

A bunch of math nerds got to work looking for short-term inefficiencies in the market, and they found some. The Medallion Fund has realized absolutely absurd returns over the last couple of decades. The Man Who Solved the Market tells its story.

Monday, November 25, 2019

Thinking in Bets

Annie Duke became a poker champion by conquering (or at least, mitigating) her natural human biases. In Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts, she discusses how readers can avoid the pitfalls of some biases that are common to all of us.

Wednesday, November 13, 2019

Vista Outdoor Catches a Bid

About eight months ago, I wrote about Vista Outdoor as a potential value stock. Since then, I have not loved the progress the company has made. Asset sales took longer than expected and at lower prices, restructuring costs ballooned, and revenues continued to plummet despite what looks to be a recovering firearms market.

Sunday, November 10, 2019

Permanent Record

Edward Snowden rocked the world when he revealed the details of the US government's warrantless surveillance program on the world's population. In Permanent Record, he discusses these decisions that have led to his current exile in Russia.

Tuesday, October 29, 2019

Who Gets What And Why

Many different kinds of markets surround us: job markets, dating markets, stock markets, kidney exchanges, student acceptances/rejections, supermarkets etc. In Who Gets What ― and Why economist Al Roth discusses the factors that need to be set/controlled in order to make a market work.

Friday, October 18, 2019

Damn Right

I've a read quite a bit about Charlie Munger. But everything I've previously read has been about his thoughts. Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger is about the person, his family life, his tragedies and triumphs.

Friday, October 4, 2019

Karsan Value Funds

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.

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