Monday, September 24, 2018
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.
Thursday, September 13, 2018
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.
Monday, September 10, 2018
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.
Wednesday, September 5, 2018
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.