Monday, September 24, 2018

Chaos Monkeys

Antonio Martinez built a company that was somewhat acquired by both Facebook and Twitter at the same time (you'll have to read the book to understand). In Chaos Monkeys: Obscene Fortune and Random Failure in Silicon Valley, he talks about his journey and the challenges he faced while subsequently working at those firms.

Thursday, September 13, 2018

How We Did It

Karl Subban was a poor immigrant from Jamaica, but somehow all three of his sons were drafted to the NHL. The eldest is already a superstar. In How We Did It, he discusses what he considers to be the key principles that led to his family's success.

Monday, September 10, 2018

Tools of Titans

I'm not a huge fan of this "compilation" type of book, but I'm such a huge fan of two of Tim Feriss' previous books that his stuff has become must-read for me.

Wednesday, September 5, 2018

Nuvo Gets Old

I generally stay away from pharma companies, because it's hard to predict what they are going to earn a few years out. What they earn right now could go up in smoke when the patent expires, and what they have spent in R&D could turn out to be totally worthless. This makes it very difficult to estimate any kind of margin of safety, which is a key component to anything I invest in.