What We're Reading ~ 5/4/16

Concentrated Investing: Strategies of the World's Greatest Value Investors [Benello] 

The internet economy [Chris Dixon]

Everything as a service [Stratechery]

A look at Cable One (CABO) [Value Seeker]

Rise of the robots is sparking an investment boom [FT]

Nielsen's blindspot and the fight for the future of TV ratings [The Wrap]

Company profile of TransDigm Group [Rational Walk]

Building failure into your process [A Wealth of Common Sense]

'Free' shipping crowds out small retailers [WSJ]

Africa's market of 1.2 billion people still holds huge promise [Economist]

Is Facebook approaching bubble territory? [Peridot Capitalist]

How grocery stores can survive Amazon [Bloomberg]

In China's Northeast, a daily jostle for jobs [NYTimes]

Baidu's moral dilemma [CNSpoon]

Google's yearly founders' letter [GoogleBlog]

Google has run away with the web search market and no one is chasing [Quartz]

Why are there so many mattress stores? [Marketplace]

The US homeownership rate falls again [WSJ]

How to be a better networker [Both Sides of the Ghost]

What We're Reading ~ 10/7/15

Superforecasting: The Art and Science of Prediction [Philip Tetlock & Dan Gardner]

Fat tails, thin ice [Jason Zweig]

Are you prepared for the next bear market? [Fortune]

Most CFOs think the US market is overvalued [Alpha Architect]

Putting a price tag on the Volkswagen scandal [Aswath Damodaran]

A pitch on beaten down Sun Edison [Bronte Capital]

Case study on capital allocation and Rockwood Holdings [Before Losing My Sanity]

Do as they do: a guide to insider activity [Dead Companies Walking]

A look at Cable One [Punch Card Blog]

Some stock picks from François Rochon [Montreal Gazette]

How the Bloomberg terminal made history and stays relevant [FastCompany]

Sneaker wars: inside the battle between Nike and Adidas [GQ]

The decline of 'big soda' [NYTimes]

China's middle class dreams in peril [WSJ]

Can Comscore/Rentrak go toe-to-toe with Nielsen? [Variety]

Google Fiber's real innovation [Beyond Devices]

Why we fall for bogus research [Bloomberg View]

Alcoa and the painful business of making aluminum [Reuters]

The frustrating life of a McDonald's franchisee [Bloomberg]