dcollon
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Posts posted by dcollon
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Thank you for posting the video. It was very interesting to hear his review of the investment thesis/process.
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I would like to hear what Charlie really had to say about it.
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Thanks for posting the letter
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From WSJ this morning
High-Frequency Hyperbole - By Cliff S. Asness and Michael Mendelson
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[amazonsearch]Trust Me: Charles Keating and the Missing Billions[/amazonsearch]
Has anyone read this book? I was reading in the NYT this morning that Mr. Keating passed away. The article mentioned the book and I wanted to see if it was worth reading to learn more about the history of this event.
Thanks in advance.
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CNBC discussion on HFT with Lewis and others. Thanks to ValueWalk
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From NYT Magazine (see attached)
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That was a fantastic presentation.
Thanks for sharing it.
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[amazonsearch]Influence: The Psychology of Persuasion[/amazonsearch]
This book has been out for quite some time, but I wanted to recommend it. I thoroughly enjoy how Cialdini writes and the topics he focuses on.
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Thanks to Value Walk:
Horizon Kinetics: Corporate Risk Reduction
http://ify.valuewalk.com/wp-content/uploads/2014/03/Mar-2014-Commentary_FINAL.pdf
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I know some on the board enjoy reading Malcolm Gladwell commentary, so I thought I would post this from the New Yorker
http://www.newyorker.com/reporting/2014/03/31/140331fa_fact_gladwell?currentPage=all
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I thought Mr. Gilbert asked the best questions during the interview. They should have him back whenever they have an intelligent guest. That way we wouldn't have to listen to Mr. Kernen's stupidity.
Thanks for posting the transcript.
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Thanks to Farnam Street
Robert L. Joss, Professor of Finance and Dean Emeritus of the Stanford Graduate School
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Gio,
I have so enjoyed this book. Thanks again for the recommendation. One of my favorite quotes, among so many was right after the crash of 1929. Mr. Baker was never willing to sell and this was said:
"Mr. Baker, wouldn't it have been wonderful if you had sold out in 1929. With cash, you could now buy back twice as much.' The Old Man replied: 'Frank, if I had started selling things, I would have lost my position years ago. You see, you never know when you've reached the the top.' 'But, Mr. Baker you know more about these swings than anybody else.' 'No, Frank, you can't know, because EVERY TIME IS DIFFERENT.'"
Later in a conversation Mr. Baker was mentioned saying, "I was a damn fool." referring to his having held on.
Things to ponder. I love history.
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I thought this article was interesting in the NYT this morning as it relates to the subject.
A_New_Form_of_Shareholder_Activism_Gains_Momentum_-_NYTimes.pdf
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Lastest from James Montier
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Fed to release bank stress-test results on 20-Mar
Tuesday, February 25, 2014
The Federal Reserve Board announced that results from the latest supervisory stress tests conducted as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act will be released on Thursday, 20-Mar, and the related results from the Comprehensive Capital Analysis and Review, or CCAR, will be released on Wednesday, 26-Mar.
Results will be released for both exercises at 16:00 ET.
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Viking Raid
in Books
This was a great book. Thanks for the initial recommendation.
Milken Institute: Ken Griffin and Steve Schwartzman
in General Discussion
Posted
Thanks to ValueWalk
http://www.valuewalk.com/2014/04/rare-interview-ken-griffin/?utm_content=quick_link&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_source=mailchimp