What We're Reading ~ 5/25/16 ~ market folly

Wednesday, May 25, 2016

What We're Reading ~ 5/25/16

How to make better investment decisions [Morgan Housel]

Why active management fell off a cliff - perhaps permanently [Reformed Broker]

Falsification: how to destroy your best ideas [Farnam Street]

Importance of ROIC: reinvestment vs legacy moats [Base Hit Investing]

Position sizing in value investing [Journeys of a Bumbling Trader]

8 big ideas from super investor Philip Fisher [Safal Niveshak]

JD.com (JD): a multi-decade compounder [Value Venture]

The race to 5G: inside the fight for the future of mobile [Tech Republic]

An inside look at Google Fiber [Recode]

The story of Facebook's biggest setback in India [The Guardian]

The most important investors of all time [The Irrelevant Investor]

On hero worship in investing [Clear Eyes Investing] 

The battle between startups & incumbents: distribution vs innovation [Andreessen Horowitz]

Why we still don't see a China hard landing [Mark Mobius]

The business of too much TV [Vulture]

Baby lull promises growing pains for economy [WSJ]

Luxury brands go on a diet [Bloomberg]

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