Book: Innovator’s Dilemma Author: Clay Christensen Christensen says upfront that this book is about failure of good companies, about how the decisions that…
Speech Summary: Stanley Fisher on Monetary Policy
Speech: Conducting Monetary Policy with a Large Balance Sheet (see link) Date: 02/27/15 My Summary: Before the financial crisis, reserve…
Book Summary: Distress Investing
Book: Distress Investing Author: Marty Whitman & Fernando Diz Key takeaways: Authors state that the book is about buy-and-hold investing in distressing securities…
Lecture Summary: Lost Tree Club speech by Stanley Druckenmiller
This is my summary of the speech by Stanley Druckenmiller (see speech) Key takeaways: People focus on earnings, but it…
Book Summary: Active Value Investing
Book: Active Value Investing – How to Make Money in Range-bound Markets. Author: Vitaliy Katsenelson Key takeaways: Range-bound markets are the bear-markets of…
Book Summary: Modern Security Analysis / Aggressive Conservative Investor
Books: Modern Security Analysis / Aggressive Conservative Investor Author: Marty Whitman, Fernando Diz Key takeaways: (a) A company should be analyzed for…
Book Summary: Creative Cash Flow Reporting
Book: Creative Cash Flow Reporting Author: Charles Mulford and Eugene Comiskey Key takeaways: This is probably my last (for foreseeable future) read…
Book Summary: Financial Statement Analysis
Book: Financial Statement Analysis Author: Marty Fridson, Fernando Alaverez Key takeaways: This is a good book which one should read if one is…
Book Summary: Security Analysis and Business Valuation on Wall Street
Book: Security Analysis and Business Valuation on Wall Street Author: Jeffery Hooke Key Takeaway: This is a great book for an overview…
Book Summary: Business Fairy Tales
Book: Business Fairy Tales Author: Cecil Jackson Key takeaways: It’s a decent book overall, though I will concede that I have read a…
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