Saturday 26 September 2015

Weekend reading

A tally of the brief survey suggested that most people seem to think that the correction we have experienced/experience could be sticky, at least for a while and have started to add to positions on a small scale. Thank you for everyone who participated or got in touch separately.

Now onto the selection of weekend readings.

Why bother cooking the books if no one reads them? (FT)

Nicolas Berggruen is on a crusade for ideas (FT)

Cove Street Capital - Strategy Letter No. 22 Paleo Investing (CSC)

A discussion about Fannie Mae and Freddie Mac with Bethany McLean and Bill Ackman (Charlie Rose)

Sanjay Bakshi on Reading, Mental Models, Worldly Wisdom, and Investing (Farnam Street)

The striking partnership of Alex Ferguson and Michael Moritz (FT)

The Scariest Navy SEAL Imaginable…And What He Taught Me (Tim Ferriss)
Recommended book on the topic: No Hero: The Evolution of a Navy SEAL (Amazon)

Jeroen Bos: The Genesis Of My Book On Value Investing (Value Walk)

Rising Strong: Lessons for Value Investors in the Turnaround Story of Bata India (Beyond Proxy)

The Best Way To Be Smart … Is To Not Be Stupid. a16z interviews the author of 25iq, Tren Griffin (a16z)

The Art of Value Investing: The Fiction That is a Fact (Undervalued Japan)

William MacAskill on Effective Altruism and Doing Good Better (Econ Talk)

Why Bill and Melinda Gates Call Themselves “Impatient Optimists” (Vanity Fair)

John McAfee – The Most Interesting Man in the Universe (James Altucher)

Interview with Michael Jordan's Personal Trainer, Tim Grover (Tai Lopez)