Monday, April 20, 2015
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
Friday, April 3, 2015
Thursday, April 2, 2015
Salesforce.com 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
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
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.
Labels: Hornbeck Offshore