Saturday, 20 February 2016

Weekend reading

Encouraging Words for Aspiring Fund Managers - Arnold Van Den Berg (Manual of Ideas)

Wuhan: China’s Travel Hub (Mark Mobius)

Interesting take on the current MLP landscape. A Crisis In Ponzi-Land (MLP Style) (Adventures in Capitalism; Part 1 and Part 2)

George Soros, Stan Druckenmiller (Money World, May 1, 1994) (Value Walk)

Great write up on Nintendo. Wii Would Like to Invest in Nintendo - SumZeroYahoo FinanceWrite Up
Joshua Kennedy of Sonian Capital Management has earned an impressive 25% avg. total return across 14 ideas on SumZero. His latest thesis, a long on struggling game giant Nintendo (7974:JP), quickly captured a 98% peer-rating, and focuses on a market where Kennedy has demonstrated consistent analytical prowess: Japan. SumZero sat down with Mr. Kennedy to discuss the details of the high-uncertainty, low-risk Nintendo situation, and how the company could be poised to take mobile by storm with its classic characters.

China’s Deal Makers Have Disappointed (DealBook)

THE HABITS OF WINNERS (What I Learnt on Wall Street)

Sir Tim Rice Full Q&A (Oxford Union)
Sir Tim Rice: An Academy Award, Golden Globe, Tony, and Grammy winning lyricist responsible for some of the most iconic musical stage and film productions of all time, including Joseph and the Amazing Technicolor Dreamcoat, Evita and The Lion King. Sir Tim is best known for his collaborations with Andrew Lloyd-Webber which have become permanent fixtures on stages around the world and are loved by millions across the generations. He was knighted in 1994 for services to music and continues to be a vocal advocate of the power of the musical. 

Rhythm and booze: the battle to recruit young drinkers (FT)
For years the drinks industry has poured money into a music scene that celebrates alcohol. How will they react to trends that show their target audience drinking less?

Snowboarder Shaun White interviewed by Tim Ferriss