dcollon
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Posts posted by dcollon
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Interesting announcement out of Calpers
Calpers to Exit Hedge Funds, Divest $4 Billion Stake
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I can't wait to read the notes from this meeting. Here is the first Bloomberg article:
http://www.bloomberg.com/news/2014-09-10/munger-says-burger-king-tax-critics-stark-raving-mad-.html
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I would agree with TorontoRaptorsFan.
I really enjoyed reading this book and learning more about Guy and his journey through his educational and investment life to date. The detail and sharing of personal information was great.
He points out how he completely changed his lifestyle, where he lived, etc...even down to discussing how he structured his office based on his personality traits. In addition, he mentioned that he and Mohnish spent time analyzing the ideal distance from home to office. Those are just two small parts that I loved.
It was a refreshing and enjoyable book to read.
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I really enjoyed this book and would highly recommend it. I now have to go back and read his previous book. I think the combination of investment stories/successes with the quant analysis was well done.
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Thanks for posting the presentation/video.
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Max,
That's fantastic. Thank you
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I know some people on the board enjoy reading Gladwell like I do.
http://www.newyorker.com/magazine/2014/08/11/crooked-ladder
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Forgive me if this was already posted:
Stanley Druckenmiller: CNBC Delivering Alpha
http://video.cnbc.com/gallery/?video=3000296912#.
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Interesting...thanks for posting the article Liberty.
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Interesting analysis of potential storm surge costs.
http://www.corelogic.com/research/storm-surge/corelogic-2014-storm-surge-report.pdf
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This was a fantastic book. I am now about to starting reading is autobiography.
Thanks again OracleofCarolina and Gio for the recommendation.
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I just received my copy from my free book swap site (which I love) and I'm looking forward to reading it.
Thanks for the recommendation.
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Interview with Ray Dalio
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Epsilon Theory (Ben Hunt)
"When Does the Story Break?"
http://www.salientpartners.com/epsilontheory/notes/When%20Does%20The%20Story%20Break.html
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I thought this was a great Op-Ed from the WSJ
William_H._McRaven__Life_Lessons_From_Navy_SEAL_Training_-_WSJ.pdf
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Well, I took a shot and bought this book and really enjoyed it. It is great from a historical perspective and it's amazing to read about what was happening inside of ACC and Lincoln Financial in the 80's. I didn't realize all the ties between Charlie Keating, Michael Milken, Ivan Boesky, etc...
I would highly recommend the book.
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WSJ: Farmers Grow Worried
The coldest, snowiest winter in years bogged down the rail system, the chief means of transporting crops
when rivers freeze across the northern U.S. Plunging temperatures forced BNSF Railway Co., Canadian
Pacific Railway Ltd. and other railroads to run shorter trains, increasing traffic on tracks spanning the
Midwest.
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It was very interesting to see the link between the anonymous donors and Ed Thorp. I loved learning about Ed Thorp in Fortune's Formula.
Thanks for posting the article.
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Thanks for posting
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Buffett’s Salty Steak Draws Warning From Wells Fargo CEO
in Berkshire Hathaway
Posted
That's great. Thanks for posting the article.