What We're Reading ~ 5/6/15 ~ market folly

Wednesday, May 6, 2015

What We're Reading ~ 5/6/15

A must-read on behavioral finance: Thinking, Fast and Slow [Daniel Kahneman]

Margin debt hits all-time highs: why you shouldn't be concerned [Kimble Charting]

What you should and shouldn't learn from Warren Buffett [WSJ]

With big names and money flowing in, tech startups in India heat up [NYTimes]

3 stocks pitched by Weitz Value Fund [Forbes]

Transdigm: when is a large moat worth more than 30x earnings? [Seeking Alpha]

On the pricing and valuing of top managers [Aswath Damodaran]

A guide to reading for investors [Safal Niveshak]

A pitch on Viacom [BeyondProxy]

Tim Cook on Apple's future: everything can change except values [Fast Company]

Silicon Valley veteran steers Softbank's deals [WSJ]

How Airbnb could spawn an M&A frenzy in the hotel industry [Fortune]

Casinos failed Atlantic City, but they're still part of its future [The Deal Newsroom]

Insurers take on more risk in search of returns [NYTimes]

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