What We're Reading ~ 10/16/19

The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of Walt Disney [Bob Iger]

The active manager paradox: high-conviction overweight positions [CFA Institute]

In-depth piece on Amazon: Jeff Bezos's master plan [The Atlantic]

How cloud gaming will and won't disrupt [Matthew Ball]

A look at TradeDesk [Greytab Investments]

A pitch on Interactive Brokers [Barrons]

On unsustainable consumer subsidies in the new app world [The Atlantic]

Recent commentary from Bill Nygren [Oakmark]

Top 20 business transformations of the last decade [HBR]

TJMaxx prices, experience make it immune to Amazon [Business Insider]

T. Boone Pickens on what made him successful [Twitter]

How baseball cards got weird [The Atlantic]

What We're Reading ~ 8/26/15

Risk: your best friend and worst enemy [Morgan Housel]

On when to sell a stock [Safal Niveshak]

What investors must know about China [Dash of Insight]

A quick look at Charles Schwab [Brooklyn Investor]

A write up on Cable & Wireless [Dislocated Value]

A pitch on Interactive Brokers [Bear of Burrard Street]

Quick look at impending spin-off Ferrari [Just Value]

Myths and facts about risk parity [FT Alphaville]

A teenager's view on social media [Medium]

Ways to think about cars [Benedict Evans]

Preparing for life after cable [NYTimes]

A look at Google's new CEO Sundar Pichai [The Verge]

American economy blues: everything you need to worry about [Fortune]

Housing, consumer confidence are bright spots in US economy [WSJ]

Credit scores are rising and becoming more visible [NYTimes]

Racing to stay ahead of Uber [Bloomberg]

Smart guys are the most dangerous [Behavioral Macro]

Peter Thiel on what works at work [Washington Post]

What We're Reading ~ 3/18/15

The Checklist Manifesto: How to Get Things Right [Atul Gawande]

Ray Dalio warns of 1937-style rate risk [FT]

A dozen things learned from David Tepper about investing [25iq]

Interview with short-seller Marc Cohodes [First Adopter]

In praise of short sellers [New Yorker]

Lumber Liquidators' campaign of distraction and deception [Seeking Alpha]

Crispin Odey says following China could lead to recession [Sydney Morning Herald]

Why the smart money is betting on WWE [First Adopter]

A pitch on Interactive Brokers [Value Venture]

Live Nation Entertainment: an unregulated monopoly? [PunchCardBlog]

A look at Softbank [Institutional Investor]

With the benefit of hindsight [Morgan Housel]

Stock performance before, during, and after recessions [Wealth of Common Sense]

The majority of people are struggling to save for retirement [Wealth of Common Sense]

The future of the four horsemen: Amazon, Apple, Facebook & Google [YouTube]

Consumer behavior across pay-TV, VOD, and OTT [Digitalsmiths]

Zillow, the industry, and reading the tea leaves [Notorious Rob]

What We're Reading ~ Analytical Links 12/10/14

The Focused Few: Taking a Multidisciplinary Approach to Focus Investing [Richard Rockwood]

On paying up for quality stocks [Clear Eyes Investing]

A look at Interactive Brokers (IBKR) [Punch Card Blog]

On the behavior of individual investors [UC Berkeley]

Old but still good: a checklist for investors [Jason Zweig]

Latest interview with Mohnish Pabrai [Barrons]

William Blair's top stock picks for 2015 [StreetInsider]

On Tracy Britt Cool, the education of Warren Buffett's protege [Fortune]

Peak Google [Stratechery]

Why activist investors are getting even more active [Fortune]

Fallen arches: can McDonald's get its mojo back? [Fortune]

The world reshaped: end of the population pyramid [Economist]

A global explosion in ultra high net worth individuals [Reformed Broker]

Cash is for losers [BusinessWeek]

Are a lot of millennials not investing at all? [GetRichSlowly]

How do people get new ideas? [Farnam Street]

Advertisers pay billions for bogus web traffic [Nasdaq]