Automated Scuttlebutt

In addition to receiving alerts when companies in your portfolio issue filings or have transcripts, you can now receive alerts whenever a webpage related to your company is updated. There is now a 3rd category of notifications available in your company portfolio on conferencecalltranscripts.org. It's called "Other", and you can use it to track anything from company presentations to 3rd party data about the company, or even to see if there have been changes to a company's job board. For this reason, I call it "automated scuttlebutt".

The Making Of The Atomic Bomb

The weapon that can destroy humanity had a rather innocent beginning, with James Rutherford's genius experiments which demonstrated the existence of the atom, which no microscope is strong enough to allow us to see. In The Making Of The Atomic Bomb, Richard Rhodes takes the reader on a journey from the beginning of the identification of the atom to the massive destruction of Hiroshima and Nagasaki.

The Critical Chain

As a huge fan of EM Goldratt's The Goal, I thought I'd give another book of his, The Critical Chain, a go. I was not disappointed.

Confidence Game

Several years before the credit crisis, Bill Ackman warned investors that the large bond insurers, MBIA in particular, were taking on too much risk. He started shorting the stock and talking about the company's problems to anyone who would listen. He was attacked by many, including MBIA management, regulators who don't appreciate the role of short-sellers, and the media. He was eventually vindicated as his predictions turned out right and he generated an incredible profit as a result. In Confidence Game, Christine Richard tells this story.

Karsan Value Funds: 2015 Q2 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.

The Magic Of Reality

The world of science has led to discoveries more wondrous than anything we can make up, and Richard Dawkins takes us through a number of examples in The Magic of Reality. This was an excellent book from which I learned a heck of a lot.

Dream Big

3G Capital has become a well-known outfit thanks to its buyouts of some large American firms and its partnership with Warren Buffett's Berkshire Hathaway in some of its purchases. While this company may appear to be an overnight success, it is actually the result of decades of the blood, sweat and tears of its Brazilian founders. Cristiane Correa's book Dream Big tells the story of this firm and its predecessors.