Monday, November 25, 2019
Thinking in Bets
Annie Duke became a poker champion by conquering (or at least, mitigating) her natural human biases. In Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts
, she discusses how readers can avoid the pitfalls of some biases that are common to all of us.
Wednesday, November 13, 2019
Vista Outdoor Catches a Bid
About eight months ago, I wrote about Vista Outdoor as a potential value stock. Since then, I have not loved the progress the company has made. Asset sales took longer than expected and at lower prices, restructuring costs ballooned, and revenues continued to plummet despite what looks to be a recovering firearms market.
Sunday, November 10, 2019
Permanent Record
Edward Snowden rocked the world when he revealed the details of the US government's warrantless surveillance program on the world's population. In Permanent Record
, he discusses these decisions that have led to his current exile in Russia.
Tuesday, October 29, 2019
Who Gets What And Why
Many different kinds of markets surround us: job markets, dating markets, stock markets, kidney exchanges, student acceptances/rejections, supermarkets etc. In Who Gets What ― and Why
economist Al Roth discusses the factors that need to be set/controlled in order to make a market work.
Friday, October 18, 2019
Damn Right
I've a read quite a bit about Charlie Munger. But everything I've previously read has been about his thoughts. Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger
is about the person, his family life, his tragedies and triumphs.
Friday, October 4, 2019
Karsan Value Funds: 2019 Q3 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.
Tuesday, October 1, 2019
Railroader
Hunter Harrison turned around four different railroads. Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison
is the story of Harrison's career right up until his death less than two years ago.
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