Tuesday, January 22, 2019

The Secret of our Success

I think we pretty much all believe that it's our intelligence that separates us from other species. In The Secret of Our Success, Joseph Henrich makes the case that we are hardly more intelligent than primates, if at all, across a number of measures. What separates us is our culture.

Tuesday, January 8, 2019

Feast of the Goat

There are some books that I know I will never forget, because they have made an enormous impact on me. The Feast of the Goat is one of those books. It is a novel about a real-life cruel regime that ruled the Dominican Republic from the 1930s to the 1960s.

Friday, January 4, 2019

Modern Monopolies

Thanks to the reach of the internet, platform companies are everywhere nowadays. These are companies with monopolistic characteristics thanks to their network effects (e.g. Uber, Google Search, iOS, Facebook etc.). Modern Monopolies: What It Takes to Dominate the 21st Century Economy is all about discussing how to build them, what to avoid, and how to think about them.

Karsan Value Funds: 2018 Q4 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.

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