The Four: The hidden DNA of Amazon, Apple, Facebook & Google [Scott Galloway]
The main fundamental skills of all investing [Collaborative Fund]
Skilled managers should hold fewer stocks [Institutional Investor]
Machine learning for investors: a primer [Alpha Architect]
Blue skies ahead for John Malone's LiLAC Group [Barrons]
Benedict Evans on the future of cars [EconTalk]
On the characteristics of aggregators [Stratechery]
Elon Musk versus the haters [Institutional Investors]
The new world of monopoly? What about flying? [Marginal Revolution]
Amazon makes up 43% of all online sales [Inc]
Millennials are moving to the suburbs, buying big SUVs [Bloomberg]
Media companies are finally getting serious about data and targeted advertising [Adweek]
Shopify is an excellent business [Tom Tunguz]
A negative piece on Shopify [Citron Research]
Wednesday, October 4, 2017
What We're Reading ~ 10/4/17
Wednesday, November 16, 2016
What We're Reading ~ 11/16/16
Thinking strategically: the competitive edge in business, politics, and everyday life [Dixit]
Is value investing broken? [Gannon on Investing]
Understanding the art of doing nothing [Pragmatic Capitalism]
India's demonetization - what's next? [Marginal Revolution]
How to find the most persistently profitable companies [Gannon on Investing]
How investors develop bad habits [A Wealth of Common Sense]
On overconfidence and the scout mindset [Abnormal Returns]
A pitch on American Tower (AMT) [Broad Run]
Inside Intel's race to build a new reality [Techcrunch]
In-depth interview with Liberty's John Malone [CNBC]
Interview with Michael Mauboussin [Motley Fool]
JD.com's Richard Liu takes on Alibaba in cutthroat contest for Chinese consumers [Forbes]
Guide to stocks potentially impacted by a Trump presidency [StreetInsider]
How your brain decides without you [Nautilus]
Thursday, September 8, 2016
What We're Reading ~ 9/8/16
In-depth pitch on Liberty Global Latin America (LILA/K) [Find Me Value]
A second look at Amerco (UHAL) [Punch Card Research]
WD-40 (WDFC): a case study of the bubble in 'safe' stocks [Intrinsic Investing]
Analysis of Dell Technologies new VMWare tracking stock [Clark Street Value]
Morris Mark on four stocks he likes [Barrons]
Uber: from zero to seventy billion [Economist]
Google, Uber and the evolution of transportation [Stratechery]
Why electric cars will be here sooner than you think [WSJ]
How Apple's car could crack the automotive industry [Autocar]
Old article on capital allocator Henry Singleton [BrianLangis]
A look at the online travel industry [Phocuswright]
Why walking helps us think [New Yorker]
Inside Dyson's reinvention factory [Forbes]
Will Amazon kill FedEx and UPS? [Bloomberg]
On subscription retail [The Robin Report]
Theranos: how Elizabeth Holmes's house of cards fell [Vanity Fair]
Wednesday, September 2, 2015
What We're Reading ~ 9/2/15
Valeant Pharmaceuticals (VRX): a detailed look inside a dangerous story [AZ Value]
Thoughts on shorting [Fritz Investments]
When to deploy capital [Aleph Blog]
A look at Ed Borgato's process [Richard Chignell]
Analysis of Liberty Global's Latin American assets (LILA) [Clark Street Value]
The China growth story is now broken [Salient Partners]
The Fed is set to make a dangerous mistake [FT]
A roadmap for a world without drivers [Alex Rubalcava]
How Tesla will change the world [Wait But Why]
The FCC imposes Netflix's broadband policy [WSJ]
An internet mortgage provider reaps the rewards [NYTimes]
Lurking problems with exchange traded funds [Zero Hedge]
Market plunge provides harsh lessons for ETF investors [Barrons]
Mexico's economy was supposed to soar; it's starting to flop [Washington Post]
Hotels fight back against sites like Expedia and Priceline [NYTimes]
Is Silicon Valley in another bubble and what could burst it? [Vanity Fair]
