Edge, time arbitrage and the shame of short-term thinking [Lux Capital]
A fireside chat with Charlie Munger [WSJ]
Buffett on market valuation [Brooklyn Investor]
Bears at their lowest level since 1987, now what? [Yahoo]
8 lessons from the first year of a registered investment advisory firm [Reformed Broker]
Competition is for losers [Peter Thiel]
An independent Scotland could become an energy powerhouse [Fortune]
Britain needs greater unity not a messy break-up [George Soros]
The tollbooth businesses of Visa & Mastercard [Scuttlebutt Investor]
A discussion on Apple Pay [Twitter]
Why banks are buying into Apple Pay [American Banker]
Thoughts on what the Apple Watch means [Daring Fireball]
Hermes takes the long view in China [FT]
Inflection point for Western Union? [YGC]
Alibaba's coming out party & valuation [Aswath Damodaran]
Alibaba IPO is a bonanza for select firms [WSJ]
On the rise of NY regulator Benjamin Lawsky [Bloomberg]
There is no bond bubble [Barrons]
Wednesday, September 17, 2014
What We're Reading ~ Analytical Links 9/17/14
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