One of the books that I keep returning to again and again
14
4
Lies and deception, Damodaran on inflation, David Gottesman, Apple hedges on China, Replacing worry w/challenge, Excessive optimization, Trader Joe's…
8
Mini reviews of the books I read in Q3 2022
18
1
Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends…
9
Thought experiments, TIPS, Mortimer Adler on reading, Time is running short, Duke Ellington's gift to the Queen, Thomas Jefferson's travel guide, and…
21
1
How a larger-than-life figure transformed the railroad industry
25
3
The futility of forecasting, Occidental Petroleum, Patagonia, Europe's energy catastrophe, GE's rise and fall, Rivian's origin story, Taleb on the Fed…
15
1
The stock has dropped 45% since quarterly earnings were released a month ago. Is the business model still intact or has Mr. Market overreacted?
11
1
The "quiet quitting" headlines are click-bait, but the decline in social mores regarding work ethic still have negative implications.
20
6
Growth vs. Value, Apple's new products, Howard Marks on the illusion of knowledge, Precision scheduled railroading, Lessons from Julian Robertson…
16
A small manufacturer is massively overcapitalized but controlled by the founder's family. Minority shareholders can go along for the ride but may never…
15
2
Rational inattention theory, Carbon capture technology, Disney's amazing moat, Avoiding envy, Another look at Austin, Stoicism in practice, George…
19
2