Sunday, January 18, 2015

WorldCom Ethics Analysis

FBEL(Groupe Bel) Equity Research Report

Linkfest

Seth's Blog: Five thoughts on software http://sethgodin.typepad.com/seths_blog/2015/01/five-thoughts-on-software.html …
The Olympics Are Broken and Boston Can't Fix Them http://gizmodo.com/the-olympics-are-broken-and-boston-cant-fix-them-1679004743 …
Bill Ackman: "We Did Look At Tesco, I’ll Have To Admit That" http://www.valuewalk.com/2015/01/bill-ackman-tesco/?utm_source=dlvr.it&utm_medium=facebook …
Penn Station Sucks | 99% Invisible http://99percentinvisible.org/episode/penn-station-sucks/ …
Why Do We Hate Cliché? - http://NYTimes.com http://www.nytimes.com/2015/01/11/books/review/why-do-we-hate-clich.html?_r=2 …
6 Things I Learned from the Book "This Will Make You Smarter" http://www.fool.com/investing/general/2015/01/06/6-things-i-learned-from-the-book-this-will-make-yo.aspx …
A candid conversation with Pixar's philosopher-king, Ed Catmull http://fortune.com/2014/12/31/pixar-head-ed-catmull/ …
The Mediterranean diet is out, and the Nordic diet is in - Quartz http://qz.com/322049/the-mediterranean-diet-is-out-and-the-nordic-diet-is-in/ …
Whitney Tilson Celebrates Herbalife Ltd. (HLF) Decline http://www.valuewalk.com/2015/01/whitney-tilson-celebrates-herbalife-ltd-hlf-decline/?format=pdf …
Other than that:
I've been caught up listening to Serial(Podcast). I highly recommend it - it teaches you a few things about investigative journalism; an essential skill for all strategists. Give it a go! 

Friday, January 9, 2015

Longform Linkfest

Playboy Interview with Dan Savage | Playboy http://www.playboy.com/articles/playboy-interview-with-dan-savage …
Trend Following with Michael Covel: Ep. 298: Emanuel Derman Interview with Michael Covel on Trend Following Radio http://trendfollowingradio.com/ep-298-emanuel-derman-interview-with-michael-covel-on-trend-following-radio
85 Years, 85 Ideas - Businessweek http://www.businessweek.com/features/85ideas/#r=hp-ls …
Ackman Full Whitepaper And Videos On Herbalife - ValueWalk http://www.valuewalk.com/2014/12/ackman-full-whitepaper-videos-herbalife/ …
Snapchat Responds to Email and Business Leaks - Business Insider http://uk.businessinsider.com/snapchat-responds-to-email-and-business-leaks-2014-12?r=US …
Company Culture and the Power of Thoughtful Disagreement: http://youtu.be/ABB1pfi3ZpE via @YouTube
Buzz Aldrin: The Dark Side of the Moon http://www.gq.com/entertainment/celebrities/201501/buzz-aldrin?currentPage=1&printable=true …
The World's Greatest Counterfeiter: Frank Bourassa http://www.gq.com/long-form/the-great-paper-caper …
Clay Christensen Defends Disruption Theory - Business Insider http://www.businessinsider.com/clay-christensen-defends-disruption-theory-2014-10 …
Nine Surprising Things Jesse Livermore Said http://thereformedbroker.com/2014/11/04/nine-surprising-things-jesse-livermore-said-3/ …
BBC News - Atul Gawande: What ails India's public health system http://www.bbc.com/news/world-asia-india-30490823#b12g24t20w14 …
Origins of the Christmas feast: The flight of the turkey | The Economist http://www.economist.com/news/christmas-specials/21636598-birds-many-names-speak-early-globalisation-and-confusion-flight …
The Future of Meat Is Plant-Based Burgers | Culinary | http://OutsideOnline.com http://www.outsideonline.com/outdoor-adventure/culinary/Replacing-Meat-Plant-Based-Meats-Vegetarian.html …

Joseph Stiglitz vs. Hugh Hendry