Morgan

I really like that list. Have you thought about having others write on the unwritten topics and you acting as the editor? PS - I'm a long time fan of the site.

I've never seen a list with everything written out and explained, but I have seen a list with some explanations from Farnam Street. This is the most complete list I've found. https://www.farnamstreetblog.com/mental-models/ Poor Charlie's Almanack has an updated version of The Psychology of Human Misjudgement speech in it as well as 10 other speeches and lots more information. It's probably one of the best books I've purchased in the last 10 years. If you're interested in mental models, you should get the book.

The link isn't working for me. Anyone have another link or the PDF?

Do you have a link?

From the statement: https://theranos.com/news/posts/statement-from-theranos "The Journal even declined an opportunity to experience the technology themselves by turning down our offer to send proprietary Theranos devices to their offices so they could have a demonstration of tests conducted themselves, and compare the results to those of other testing providers." If that is true, the Journal may have messed up pretty big. It may be an attempt to draw out how Theranos does their work by essentially forcing them to show more details the processes. If Theranos is actually able to do what they state, and I hope they can, they will make the world much, much better.

This is also what I have heard from talking to people who have MBAs from Columbia and Harvard. It's great for building a solid network, credibility, etc, but they weren't sure they learned a huge amount that was really as useful as self-study/work experience. Also, they said unless you go to a top five school, it's very likely not worth it. I'm planning on trying to get an MBA myself so all of these threads are interesting to read over.

Woah, that came out of nowhere. Looks pretty cool.

Uploaded a case study for GGP. It really helped me get a general picture of how bankruptcies work. Ackman and Pershing probably made 50x their money. Thanks to Dougishere for the suggestion! www.raritancapital.com/casestudy/ggp/ The GGP case study was really great. I read it over the weekend. I think Ackman said his investors made about 130x on the GGP investment. I think it was from a Charlie Rose interview after the JcPenny debacle. Either way, 50x or 130x, it's hard to complain.

That's just what I was thinking. That article isn't exactly doing wonders for his reputation.

I'm just curious, why do you want to get an MBA to get into real estate investment/development? From what you've posted here it seems like you've got architecture/construction experience? Is there some reason you feel you need an MBA as opposed to starting a RE investment company and building it up? I completely understand you'd want to get an MBA regardless. Also, congratulations on getting into Oxford!

I read the book too and really, really enjoyed it. I actually had only been to Starbucks a handful of times and never enjoyed the experience, but after reading it I went back to see what I was missing. I found a drink I like, but it's $4-5 and McDonald's has the same drink for $2.50-3. And for some reason the Starbucks drink (from multiple locations) tasted like chemicals, which was really weird. The same drink from Joe Mugs in Books-A-Million was the best of all the places I tried, but it's a ways away. When I think about Starbucks, I can see how Shultz could grow it and also be so profitable, but at the same time it seems like such a bad value to me with the highest price and worst product. I guess everyone else likes it though. What do I know. ::) I still recommend the book though; it was great.

Ordered it and just finished it. Quite a sad book; but better to be sad from a book than from life. Always something to learn. Thank you for sharing this with us.

I read Consider Phlebas. It was a fun and quick read, but the ending of it was so bad it put me off his books. Now I practically read the synopses on wikipedia to see if I want to read a new sci-fi book.

I'm interested in the poster online sales too. Looks pretty neat. Please let us know when it's online.

I grew up without cable, but obviously watched some TV growing up at friends houses, etc. In college it was included in the dorms/apartments I lived in but I watched basically zero TV. I'm just not in the habit of turning on the TV. After college I just never got it. Saves a ton of money every year. The savings will buy a plane ticket most anywhere once a year and I prefer to travel.

World Economic Primacy: 1500-1990 by Charles Kindleberger is a pretty good book. Quite dense, but covers a lot. Most of Kindlebergers books are pretty good. Guns, Germs, and Steel by Jared Diamond is excellent. The Ascent of Money by Niall Gerguson is another good one. Ron Chernows biographies are quite good too. They typically cover huge figures in life over the last few centuries. You can learn something about the society and how people behaved in their time. Unsurprisingly, we're still basically the same today.

Great list! Thank you for putting that together!

Outstanding Gamecock-YT. Thank you.

Excellent! Thanks Gamecock-YT!

Thank you for the links IntrinsicEdge! I looked through the company lists and didn't see TCI. They are very interesting though to look back and see how much more simple the reports were back then. Thanks again!

I recently read The Cable Cowboys about TCI and John Malone and have been trying to get my hands on the 1973-1996 TCOMA 10k's and other reports on the company's dealings. The book was good, but was lacking quite a bit of detail on what Malone actually did over the years. It would describe what the end result of his financial engineering was, but not really explain how it happened. Perhaps I'm just thick and didn't pick up on it. Regardless, does anyone have a copy of the reports they can share, or know where I can look up historical reports for free?

Thanks for the heads up; I just ordered it!

I really enjoyed Isaacson's book. I hope this one is good as well. It looks to be pretty good!

This was a great book. I just finished it a few days ago. I recommend it to anyone interested in business.

I would look into getting the books from the library or some type of library loan program. Thrift stores may be a good option. Maybe. On the other side, I see books as a good "investment". There are a few books that have each given me ideas that have paid for my entire library many times over. In order to pay for the books, I've made the decision not to have cable. That savings is about 2-3x what I estimate to have spent on books in the last ten years. So, I didn't really offer cost savings per se, but there are ways pay for such things in life. PS - Oddball I really need to visit the business library in Pitt. What is the address, or website?