Karsan Value Funds: 2017 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.

Good Strategy Bad Strategy

Good Strategy Bad Strategy: The Difference and Why It Matters is a really good book. It discusses the pitfalls of forming strategy and teaches the reader how to think better about strategy.

Ice Age

Charlie Munger called Ice Age "the best work of science exposition and history that I've read in many years!”, so I had to give it a shot. The authors don't waste any words, as the book clocks in at just 100 pages, but not for lack of content.

Shantaram

Shantaram is a terrific novel based on the author's true story as an Australian prison escapee who works his way through the slums and criminal underworld of India.

Homo Deus

I really enjoyed Harari's book Sapiens: A Brief History of Humankind so I was excited to read his latest, Homo Deus: A Brief History of Tomorrow. It was good, but not out of this world.

Hillbilly Elegy

Yale Law graduate JD Vance grew up poor, in a neighbourhood full of abuse and irresponsibility. In Hillbilly Elegy: A Memoir of a Family and Culture in Crisis, he tells the reader what it was like to grow up in Middle America.

Preferred Shares of Dundee

Dundee is a holding company involved in a lot of businesses in Canada: real-estate, energy, wealth management and other investments. The market cap of the company is currently $160 million with a tangible book value of about 800 million.