What I read today ~ 16/05/2017

  1. Selling our Telecom position [Bronte Cap] – though at some points, I do not agree with the guy.
  2. Latest thoughts from Bridgewater’s Ray Dalio [LinkedIn]
  3. Carl Icahn scrutinized for shaping policy that helped him profit [NYTimes]
  4. Carl Icahn loses $179 million on Hertz double down [Bloomberg]
  5. Singer’s flagship fund said to raise $5 billion in commitments in 24 hours [Bloomberg]
  6. The spring 2017 issue of Graham & Doddsville [Columbia Uni]
  7. David Einhorn pitch on Core Lab [Green Light]
  8. Berkshire Meeting Notes – Daily Improvement, Business Evolution, and Investment Strategy [BHI]
  9. Is This Time Different? Expanding Your Circle of Competence [cs investing]
  10. A video from Damodaran I watched long time ago but is worth re-posting

What I’m reading ~ 7/5/2017

  1. Elon Musk’s 2017 TED talk interview [YouTube]
  2. Amazon strategy teardown: building new business pillars [CB Insights]
  3. The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail [Christensen]
  4. Warren Buffett’s money managers Combs and Weschler speak [Yahoo Finance]
  5. The new moats [Greylock]
  6. Staying competitive as the world changes [Collaborative Fund]
  7. A look at Seritage Growth Properties [Barrons]
  8. Profile of Fidelity’s Will Danoff [FT]
  9. How Trump’s pick for top Antitrust cop may shape competition [NYTimes]
  10. Big name food brands lose battle of the grocery aisle [WSJ]
  11. Thoughts on retailer L Brands [Intrinsic Investing]
  12. Is the lingerie market on the verge of another disruption? (possible NSFW image) [Business of Fashion]
  13. UnderArmour tripped up in its run to become the world’s next sneaker giant [Qz]
  14. CEO pay is out of control [Fortune]
  15. Apple’s China problem [Stratechery]
  16. With $6.2 billion spectrum spree, DISH’s Charlie Ergen buys himself options [Bloomberg]
  17. Can Facebook fix its own worst bug? [NYTimes]
  18. Dyson is the Apple of Appliances [NYTimes]
  19. John Paulson’s fall from hedge fund stardom [NYTimes]
  20. Ted Seides on why he lost his hedge fund bet with Warren Buffett [Bloomberg]
  21. 7,500 coders paid in Bitcoin built a hedge fund’s brain [Wired]
  22. Why are hedge funds raising their bets against US shopping malls? [FT]
  23. Kyle Bass sees China’s wealth management products as key risk [Bloomberg]
  24. Forager Funds likes Enero
  25. Longcast Investor’s Q1 report
  26. Some very good advice for (the last remaining) short sellers
  27. Why Under Armour is struggling
  28. How to report growth when you are a company which does a lot of M&A : constellation Software 2016 letter to shareholders
  29. Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon? [BBG]