Bumper reading list this week. Enjoy!
- The perils of short-termism: Civilisation’s greatest threat.
- George Soros: Remarks delivered at the World Economic Forum.
- David Webb’s current disclosed holdings: Also, his thoughts on why stock plunges happen so often in Hong Kong.
- What is GDP in China?: Analysts are increasingly skeptical that China’s very high reported GDP growth rate provides a meaningful picture of the economy’s health.
- SumZero: Top stocks for 2019 (winners + finalists).
- The most powerful person in Silicon Valley: Profile of Masayoshi Son.
- Off Topix: Tokyo eyes shake-up to kick out losers.
- How a deluge of money nearly broke the Premier League: It’s the world’s most lucrative football league. But a civil war over all that money almost toppled it.
- Using data as a lever to combat poverty: Conversation with Steve Hollingworth, CEO of the Grameen Foundation.
- Baupost 2018 letter: Some excerpts/highlights.