Thursday, December 22, 2016
Superforecasting
Forecasts are everywhere. But surprisingly, few ask and receive the track record of the forecasters. As a result, we end up consuming a lot of bad forecasts, as we end up hearing from those who are better at entertaining than they are at forecasting. But there is a better way.
Wednesday, December 14, 2016
Off the RAIL
It feels like just yesterday that I was writing about the overly beaten down stock that is FreightCar America (RAIL)...because that's not far removed from the truth. Just last month, it traded at a massive discount to book value. But that discount is now almost completely erased.
Thursday, December 8, 2016
The Only Rule Is It Has To Work
I continue to be on fire with the book selections as of late, this time with the gem The Only Rule Is It Has to Work
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.
Subscribe to:
Posts (Atom)