Thursday, December 19, 2019
Working
Pulitzer-prize winning biographer Robert Caro shares some insights into how he works in the terrific book Working
. I've never actually read any of Caro's books (I'm not huge into biographies), but I'm still interested in learning as much as I can from people at the top of their fields.
Tuesday, December 10, 2019
The Man Who Solved The Market
A bunch of math nerds got to work looking for short-term inefficiencies in the market, and they found some. The Medallion Fund has realized absolutely absurd returns over the last couple of decades. The Man Who Solved the Market
tells its story.
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.
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