Notes from the Delivering Alpha conference: part 1 and then part 2 [Reformed Broker]
There is no such thing as emotionless investing [Abnormal Returns]
Curse of the macro tourists [Big Picture]
Are you guaranteed to lose 3.5% every year? [Pragmatic Capitalist]
Muddy Waters Research negative on American Tower (AMT) [Barrons]
Finding value outside of the US [Institutional Investor]
Lessons learned from well-behaved investors [NYTimes]
NAAIM survey of manager sentiment [NAAIM.org]
Reminder to all investors: bonds are not safe [The Atlantic]
Razors, lighters & pens: a pitch on Societe Bic [Graham Disciple]
High net worth investors taking more risk [WSJ]
3 rules to make your company exceptional [Harvard Business Review]
Carson Block: adventures abroad could hurt US companies [Dealbook]
Meet the man responsible for steering China's currency reserves [WSJ]
Google has discovered a new revenue driver and it's a threat to Amazon [Yahoo Finance]
Carlos Slim invests in Shazam [WSJ]
Wednesday, July 17, 2013
What We're Reading ~ Analytical Links 7/17/13
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