Sunday 22 November 2015

Weekend reading

John Malone: Scale Very Important In Media Space – Full Interview (Value Walk)

Why and how do Munger and Buffett “discount the future cash flows” at the 30-year U.S. Treasury Rate? (25iq)

Visio Capital Management interview on (Opalesque)
Visio is one of the longest-running and largest independent South African hedge fund management companies with offices in Johannesburg and Cape Town. As of September 2015, Visio’s flagship fund returned 5192% since inception (31.1% average net annual return), with only one down year (2008, -5%)

Jason Zweig interview on demystifying Wall Street (Wealthtrack)

The Single Best Interview Question You Can Ask (Farnam Street)

Surveying the Ghost Cities of China (Priceonomics)

Sir John Templeton Tribute From Franklin Templeton (Value Walk)

It's starting - Foreigners Give Up On Asia As Central Banks Diverge (Barron's
On a rolling 12-month basis, foreigners became net sellers of Asian equities, data provided by Credit Suisse shows

From Adam Grant (author of Give and Take): The Virtue of Contradicting Ourselves (NY Times)

Children don't ruin women's careers — husbands do, Harvard study finds (National Post)

How Friendships Change in Adulthood (Atlantic)

Does being self-deprecating help or harm you socially? (Hopes and Fears)

Sunday 8 November 2015

Weekend reading

Howard Buffett Is Getting His Hands Dirty (Bloomberg)

Edge Master Class 2015: A Short Course in Superforecasting (via Value Investing World) (Edge)

Oldest South African hedge fund (Opalesque)

Stan Druckenmiller Interview (Vienna Capitalist)

AMA on Charlie Munger: What did Charlie Munger Learn from Phil Fisher? (25iq)

A Dozen Things I’ve Learned from Charlie Munger (Distilled to less than 500 Words) (25iq)

100-year-old companies: How to Stay on Top for the Long Term (Fortune)

Capital Allocation at Asian Wide-Moat Innovators - probably linked this before but within the article there is a succinct checklist on capital allocation (Beyond Proxy)

A visit to Zimbabwe (Platinum Asset Management)

Jamaican Twofer: Book Review and Notes (Minority Report)

MiB: Mario Gabelli of GAMCO (Ritholtz)

Ahead of the elections this weekend - The New Burma (60 Minutes)

The Marginal Productivity of Chinese Debt Has Gone From Bad to Much Worse – Not Good for the Rebalancing Case (Gavekal)

On a three centuries paper trail at Coutts - The private bank manages its corporate past through a trove of records from wealthy clients (FT)

This is a wonderful video (excerpted from George Monbiot's TED talk) on - How Wolves Change Rivers (Youtube)