Certain to Win: The strategy of John Boyd, applied to business [Chet Richards]
The commoditization of information [Geoff Yamane]
Position sizing: why conviction matters [Intrinsic Investing]
The problem with believing what we're told [WSJ]
How a Canadian firm has taken on Wall Street's private equity titans [Economist]
Research on the financial performance of collectibles [Alpha Architect]
Peloton is a phenomenon: can it last? [NYTimes]
A skeptical look at Peloton churn [Inquisitive Investor]
Peloton bikes are the real deal [The Margins]
How Amazon's shipping empire is challenging UPS & FedEx [WSJ]
Amazon's next-day delivery has brought chaos and carnage to streets [BuzzfeedNews]
The man behind the biggest beauty brands in the world [Coveteur]
Aston Martin tried to replicate Ferrari's IPO success but shares are down 75% [Fortune]
On the importance of broadcasting income to European football clubs [Swiss Ramble]
5 lessons from Microsoft's antitrust woes by people who lived it [NYTimes]
Wednesday, September 4, 2019
What We're Reading ~ 9/4/19
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