Wednesday, August 16, 2017

When The Moon Is Low

A typical Afghan family lives a typical Afghan life, until the Taliban rise to power. Immediately, life changes. Girls must be pulled out of schools, women must be accompanied on the street, and everyone must watch what they say...or else. When the Moon Is Low: A Novel is the story of one devastated family's quest for a better life, which takes them through various countries so that they may reach England and request asylum.

Thursday, August 10, 2017

ERA Group Pitching a Good Game

Asset prices in the US are pretty high at the moment, except for those related to oil and gas, which is one of the few depressed sectors. ERA Group (ERA) owns and operates helicopters that transport personnel to offshore oil platforms. That description is enough to turn off any mainstream investor who has read a newspaper in the last three years, which is what attracts me to the situation.

Wednesday, August 2, 2017


If you're looking for a date, you've come to the wrong site. But if you're looking for a book about network effects, Matchmakers may be for you.

Friday, July 28, 2017

Small Data

There's no shortage of corporations talking up the possibilities of big data, where statistics can be mined to gain promising insights. Martin Lindstrom takes the opposite approach, finding behavioural clues by studying how *individual* humans behave with products. He appears to lead a very interesting life, having consulted with a number of companies that have sought a better relationship with their customers. In Small Data: The Tiny Clues That Uncover Huge Trends he talks about his experiences.

Friday, July 21, 2017

Euronavigating the Treacherous Waters

Euronav (EURN) is the largest public company in the crude oil shipping business. The industry has taken a hit over the last two years amid overcapacity, but Euronav is a terrific operator that has remained profitable through this period. Nevertheless, it trades at a massive discount to book value and a P/E of just 6.

Thursday, July 20, 2017

The 100 Best Stocks to Buy In 2017

The 100 Best Stocks to Buy in 2017 is part of an annual series written by Peter Sander. The title is a tad on the promotional side, but I've read such incredible books with promotional titles (e.g. this gem) that I've learned not to judge.

Thursday, July 13, 2017

Clock Zero

We are all fighting against the distractions posed by our phones. Blinking lights and enticing notifications draw us into the time-sucking beast, and only those with the mental energy to fight the primary urges can remain productive. Clock Zero: I'm not my social feed is about a group of people tired of this way of life, and so they do something about it.

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