Dec 26, 2014

Holiday Readings

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Some holiday reading links and video materials:

Ray Dalio at the NYT deal book conference:

Aswath Damodran writes a good note on the Oil price drop and its implications
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Tim Ferris Podcast with Dr. Peter Attia
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More interesting Dr. Peter Attia Articles:

Is Sugar Toxic
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Success Versus Failure – (His thoughts on the epidemic of diabetes)
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The fiction book I’m currently reading – The Martian – This book is very cool and it has over 6 thousand reviews on Amazon, amazing!
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Dec 24, 2014

ALJ Regional – A Mini BRK In The Making?

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Background ALJ Regional holdings is a micro-cap holding company. The company’s largest shareholder, Jess M. Ravich owns 47% of the outstanding shares and is also the Chairman. Mr. Ravich has had a long career as an investment banker, and thus far it seems he is putting that experience to good use in assembling the holdings […]

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Dec 17, 2014

Readings – Healthcare In America – The Bitter Pill

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If the test of a great article is that it makes you realize how ignorant you are, then “The Bitter Pill” succeeds brilliantly. Published in 2013, in Time Magazine of all places, this piece was recommended to me by a friend who works in the health insurance business as “the best summary of what is […]

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Aug 21, 2014

Hellfire and Brimstone – Electromagnetic Swans and Some Thoughts On Hedging

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Electromagnetic Swans Recently I have been re-reading Nassim Taleb’s Fooled By Randomness and The Black Swan. So I was primed when I saw the headline, “Elliot Warns of Greatest Danger in Electromagnetic Pulse”. Understanding my own bias, and the fact that at any given moment there will be at least ten different hedgefund manager’s warning […]

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Mar 23, 2014

Weak Shorts, Weak Longs – My Mistakes of 2013

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Preface “I like people admitting they were complete stupid horses’ asses. I know I’ll perform better if I rub my nose in my mistakes. This is a wonderful trick to learn.” – Charlie Munger A lot of things went right in 2013. My portfolio handily beat the S&P’s stellar performance. But I don’t want to […]

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Jan 23, 2014

Coattailing Sears Canada – $SCC

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You don’t have to think of everything, you know. It was Isaac Newton who said I’ve seen a little more of the world than others because I stand on the shoulders of giants. There’s nothing wrong with standing on other people’s shoulders. – Warren Buffett Sears Canada is an example of what Warren Buffett calls […]

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Nov 24, 2013

The Economic Machine – Ray Dalio

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Found via www.valueinvestingworld.com, a great video coming out of Bridgewater covering everything 99.9% of people will ever need to know about macro economics. The production quality is superb, we should all thank Mr. Dalio for sharing this.

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Nov 22, 2013

John Malone Interview

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A very worthwhile watch, John Malone gives us a glimpse into the mind of a great capital allocator. [youtube=http://www.youtube.com/watch?v=v5QfCLeloEg&w=560&h=315]

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Nov 19, 2013

Rationally Considered – Handicapping The Odds of Fraud at $TTS

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Intro On November 14th, Gotham City Research published a report alleging that the Tile Shop (TTS) was using an undisclosed related party to fraudulently inflate its earnings. Later that day the company responded with a statement denying every allegation except that they do business with an export trading company owned by one of their own […]

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Nov 18, 2013

Secular Stagnation – Larry Summers

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Found via Gavyn Davies always excellent blog the below video of a recent speech by Larry Summers is mucho interestante.    [youtube=http://www.youtube.com/watch?v=KYpVzBbQIX0&w=560&h=315]

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