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.

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.

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.

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.

Long Walk to Freedom

Nelson Mandela's autobiography, Long Walk to Freedom, was terrific. What a leader. At great personal sacrifice to himself, he helped bring about massive change in racial relations in South Africa.

Eh, me: Yeah!

I was too chicken to buy shares of Aimia when they crashed last year. But thankfully I did pick up a position in the preferred shares, as discussed here. The price of those preferreds rose slowly, and then abruptly, so KVF no longer owns any shares.

Viemed Flies

Just a few months ago, I wrote about the potential of Viemed as a value stock. Since then the share price has pretty much doubled, without much of a corresponding change in the business. As such, I have sold my shares.