I am a big fan of Ray Dalio, and the second interview on this page (on CNBC) is phenomenal. As you’d expect…
Book Summary: Common Stocks and Uncommon Profits
Book: Common Stocks and Uncommon Profits Author: Philip Fisher I need to get this out of the way. This is…
Five things I learned this week: Feb 3rd 2013
FT had an analysis last week about Emerging Market’s “original sin”–inability to raise debt in its own currency, something that…
Book Summary: Buffett
Book: Buffett Author: Roger Lowenstein The first book that I read on Buffett was Snowball, which was very interesting as…
Five things I learned this week: Dec 2nd 2012
I was watching a documentary about corn when I learned that corn has 32,000 genes compared to 20,000 for humans,…
Five things I learned this week: Nov 25th 2012
Last week I was saying that the game is over when I next hear about PIK financing. Well, PIK financing…
Five things I learned this week: Nov 18th 2012
Market Risk Premium is measured in many different ways, including methods like surveying the client base (one of the methodologies…
What can the bin Laden raid teach us about investing?
The Vanity Fair article The Hunt for “Geronimo” is a very interesting account of the decision making process behind the raid. I…
Five things I learned this week: Nov 4th 2012
I hadn’t heard about one of the measures of central tendency of a data range — “mid range”. Turns out,…
Five things I learned this week: Oct 28th 2012
Steel makes up for 95% of the world’s metal production (<$300B market), compared to $3T market for crude. For the…