Saturday, April 4, 2015

Linkfest

Etsy's IPO Is a Direct Challenge to Wall Street's Beliefs - Bloomberg Business http://www.bloomberg.com/news/articles/2015-04-02/etsy-s-ipo-is-a-direct-challenge-to-wall-street-s-beliefs …
Slumber Party! Inside The Unlikely Mattress Startup Boom http://www.buzzfeed.com/iknowkayleen/slumber-party … via @instapaper
On being Childless - The Answer Is Never : Longreads Blog http://blog.longreads.com/2015/04/02/the-answer-is-never/ …
Is the Ebola crisis actually an example of Africa’s progress? @HansRosling explores: http://b-gat.es/1IRLT4S
Charlie Munger Daily Journal 2015 Meeting [FULL NOTES] http://www.valuewalk.com/2015/04/charlie-munger-daily-journal-2015-meeting-notes/?utm_source=dlvr.it&utm_medium=facebook&format=pdf …
Why podcasting is not something your business can afford to ignore http://bit.ly/1A9ZHFL @larrykim
13 Investors Share Their Biggest Mistakes and What They Did To Fix it http://endlessriseinvestor.com/biggestmistakesinvestorsmake/ …
Frank Martin's 2014 Annual Letter (LINK)
A Dozen Things Taught by Warren Buffett in his 50th Anniversary Letter that will Benefit Ordinary Investors (LINK)
"60 Minutes" found that Lumber Liquidators' Chinese-made laminate flooring contains amounts of toxic formaldehyde that may not meet health and safety standards (LINK)
Link to: Warren Buffett's 2014 Letter to Shareholders

The Convergence of Casual and Fine | Danny Meyer | TEDxManhattan



Wednesday, April 1, 2015

Linkfest

Michael lewis - Charlie Rose | http://charlierose.com http://charlierose.com/watch/60536394
Paul Tudor Jones - TED Talk PTJ - YouTube https://www.youtube.com/watch?v=vesdt5vDIek …
Apple's Tim Cook leads different - Fortune http://fortune.com/2015/03/26/tim-cook/ …
Inside Jeremy Lin's life after Linsanity and the New York Knicks http://espn.go.com/espn/feature/story/_/id/12561636/inside-jeremy-lin-life-linsanity-new-york-knicks …
How to Be a Better Spouse - Scientific American http://www.scientificamerican.com/article/how-to-be-a-better-spouse/ …
At Kodak, Clinging to a Future Beyond Film - http://NYTimes.com http://www.nytimes.com/2015/03/22/business/at-kodak-clinging-to-a-future-beyond-film.html …
This Very Expensive Bull Is Fueling America’s Prime Steak Boom - Bloomberg Business http://www.bloomberg.com/news/articles/2015-03-23/this-very-expensive-bull-is-fueling-america-s-prime-steak …
Watching Charlie Rose: Remembering Don Keough; Leon Wieseltier on @CharlieRose: http://hulu.com/w/nebu
The Firstadopter Column — Why the smart money is betting on WWE http://firstadopter.tumblr.com/post/113780912269/why-the-smart-money-is-betting-on-wwe …
Kevin Spacey : House of cards Episode - Charlie Rose | http://charlierose.com http://charlierose.com/watch/60528922
Lunch with the FT: Sang-Hyun Song - http://FT.com http://www.ft.com/intl/cms/s/2/e9fc4382-c89f-11e4-8617-00144feab7de.html#axzz3UTv68ZlP …
Peanuts for infants: To prevent food allergies, give infants all the food. http://www.slate.com/articles/double_x/the_kids/2015/03/peanuts_for_infants_to_prevent_food_allergies_give_infants_all_the_food.2.html#lf_comment=280696787 …
Benihana battle http://fortune.com/2015/03/04/battle-over-benihana/ …
The Twisted History of Your Favorite Board Game : Longreads Blog http://blog.longreads.com/2015/03/12/the-twisted-history-of-your-favorite-board-game/ …
Hasbro CEO Brian Goldner's Career Path - Bloomberg Business http://www.bloomberg.com/news/articles/2015-03-05/hasbro-ceo-brian-goldner-s-career-path …
Watching Charlie Rose: Tony Robbins on @CharlieRose: http://hulu.com/w/n8qg
Must-see video: Sex, luxury and the $10,000 Apple Watch - Fortune http://fortune.com/2015/03/12/must-see-video-sex-luxury-and-the-10000-apple-watch/ …
Google Ventures' Bill Maris Investing in Idea of Living to 500 - Bloomberg Business http://www.bloomberg.com/news/articles/2015-03-09/google-ventures-bill-maris-investing-in-idea-of-living-to-500 …
After nearly 7 years as CFO, I will be retiring from Google to spend more time… https://plus.google.com/+PatrickPichette/posts/8Khr5LnKtub …

Gladwell on TIBCO [video]



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