Wednesday, November 22, 2017

Links

"Obviously the stock market is quite irrational in thus varying its valuation of a company proportionately with the temporary changes in reported profits. A private business might easily earn twice as much in a boom year as in poor times, but its owner would never think of correspondingly marking up or down the value of his capital investment." - Ben Graham

Leonardo's Principles - by Ray Dalio (LINK)
Related book: Leonardo da Vinci
Connor Leonard on the Invest Like the Best Podcast (LINK)

Spin Gold From Spinoffs: A Portfolio Of 5 Castoffs Trounces The S&P 500 - by Mohnish Pabrai (LINK)

Not all risk mitigation is created equal - by Mark Spitznagel [H/T Jim] (LINK)

Amazon tells Australian retailers to prepare for orders from Thursday (LINK)

Katrina Lake, Stitch Fix founder & CEO, on CNBC (video) (LINK)

Latticework of Mental Models: Manufactured Memories (LINK)

Tyler Cowen on the Longform Podcast (LINK)

TED Talk -- Mariano Sigman and Dan Ariely: How can groups make good decisions? (video) (LINK)

TED Talk -- Scott Galloway: How Amazon, Apple, Facebook and Google manipulate our emotions (video) (LINK)
Related book: The Four
Edge #504: "A Difference That Makes a Difference" - A Conversation With Daniel C. Dennett (LINK)

How Coral Researchers Are Coping With the Death of Reefs - by Ed Yong (LINK)

Stewart Brand on The Tim Ferriss Show (podcast) (LINK)

Tim Ferriss' new book was also released this week: Tribe of Mentors: Short Life Advice from the Best in the World