Tuesday, June 30, 2015

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.

Thursday, June 25, 2015

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.

Wednesday, June 24, 2015

Notifications for London Stocks

The FTSE 100, the index of large caps in London, still sits below its 1999 high! I myself have had some luck finding some value on the London Stock Exchange, though mostly with smaller names. To track the filings of these stocks, I have now made notifications available on conferencecalltranscripts.org for stocks on the LSE.

Monday, June 22, 2015

When To Rob A Bank

Long-time readers will know that I'm a big fan of the Freakonomics franchise, having reviewed many of their previous books on this site. While none of the subsequent books has been as good as the first (which I highly recommend), they are all still very good.

Tuesday, June 16, 2015

Making of the Modern World

If you enjoy drowning in a sea of numbers, Making of the Modern World is for you. This Bill-Gates-recommended book is about all the different materials we use and have used, with emphasis on changing trends and directions.

Friday, June 12, 2015

Notifications For Australian Stocks

The Australian market index still hasn't surpassed its 2007 high. Thanks to a recent bust in commodity prices, there is value to be found in Australia. Recently, I profiled one of my favourite stocks in Australia at the moment, Logicamms.

But how is one to keep up with the latest news from companies on different exchanges around the world? I solved the problem for myself and decided to share it: at conferencecalltranscripts.org, you can now add Australian companies to your portfolio, and get notified when one of these companies has a new filing.

Wednesday, June 3, 2015

Think Twice: Harnessing the Power of Counterintuition

I'm a fan of Michael Mauboussin's work, and so it's no surprise that I enjoyed his book Think Twice. The book is basically a summary of a lot of the cutting edge research into our decision-making biases and how we can improve on them.

Tuesday, June 2, 2015


Logicamms (LCM) is a small-cap operating in the hated mining sector. Excluding its strong net-cash balance of $20 million, it has a P/E of less than 5, as its share price has fallen 60% from its 2013 high!