What We're Reading ~ 1/30/19

Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant [W. Chan Kim & Renee Mauborgne]]

Latest thoughts from Ray Dalio [LinkedIn]

Morgan Housel on what other industries teach us about investing [MicroCapClub]

Dominance of tech stocks: an evolve-or-die moment for world's great investors [Fortune]

A global tipping point: half the world is now middle class or higher [Brookings]

A look at Air Lease (AL) [Woodlock House]

Pitch on InterActive Corp (IAC) [LG's Musings]

AT&T wants to be big in entertainment but it has a $49 billion problem [WSJ]

Boeing's decision of the decade: does it build the 797? ]Bloomberg]

How Juul made vaping viral [Techcrunch]

Sports betting in the US: the rise of a billion dollar business [NYTimes]

Mukesh Ambani wants to be India's first internet tycoon [Economist]

How a former Canadian spy helps Wall Street mavens think better [NYTimes]

The best investments of 2018? Art, wine, and cars [WSJ]

A look back at the life of Jack Bogle [Vanguard]

The legacy of Herb Kelleher, co-founder of Southwest Airlines [Harvard Biz Review]

What We're Reading ~ 11/22/17

Honored to be listed: 100 best finance Twitter accounts you should follow [Forbes]

If you don't already, follow us on there @marketfolly [Twitter]

Bill Miller is staging another comeback [Washington Post]

Mohnish Pabrai on spinoffs [Forbes]

Profile of nVidia's founder/CEO [Fortune]

Profile of founder of dating app Bumble [Forbes]

Caesars returns to building its gaming empire [Barrons]

Very old profile of Lou Simpson when he was at GEICO [Washington Post]

Lessons from successful turnarounds [Boston Consulting Group]

Top 100 most valuable US brands [Brandz]

Is bitcoin another tulip craze or a legitimate investment? [Washington Post]

Spurned by ESPN, Barstool Sports is staying on offense [NYTimes]