Thursday, December 14, 2017

The Acquirer's Multiple

Any book by Tobias Carlisle goes to the top of my reading list, as I find the content about which he writes is usually extremely relevant to how I try to invest. For me, the main idea behind this line of thinking is to identify market anomalies (e.g. stocks with lower multiples outperform) and then play in that space, so as to benefit from a statistical advantage. Carlisle has done a lot of work identifying and discussing perhaps the most useful anomaly today, the outperformance of low EV/EBIT multiples, or a variant of what he calls The Acquirer's Multiple.

Tuesday, December 5, 2017

The Subtle Art of Not Giving a F*ck

Former pick-up artist (PUA) and PUA coach Mark Manson offers some counter-intuitive approaches to living a good life in The Subtle Art of Not Giving a F*ck. The book is well-written, funny and full of wisdom.

Friday, December 1, 2017

All The Tomorrows

The action starts right away in All the Tomorrows as a woman suspiciously follows her husband in order to discover his secret. That secret would change her life.

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