This week’s reading/links: Interview with Luis von Ahn: Founder of reCAPTCHA and Duolingo. This is well worth a listen. Luis von Ahn is an associate professor of computer science at Carnegie Mellon. He was also one of the pioneers of crowdsourcing and used it in a unique way to build the business model for both his […]

This week’s readings/links: MS Investment Management: Myth busting, popular delusions, and the variant perception. This is a good read. It’s an excerpt from a talk given by Michael Mauboussin to the Greenwich Roundtable earlier this year. He addresses four myths (“popular delusions”) and offers a variant perception on each: Concerns about the impact of short-termism, without […]

This week’s readings/links: In gold we trust: 2020 report (the extended version). Ronald-Peter Stöferle and Mark Valek’s annual publication covering the state of global financial markets, monetary dynamics and their influence on gold price developments. There is also a compact version of the report available from their website. Charley Ellis: Why active investing is still a loser’s […]

This week’s readings/links: The coming disruption: Scott Galloway predicts a handful of elite cyborg universities will soon monopolize higher education. Interesting read; deliberately provocative for sure, but I think he is directionally right in terms of some of his arguments and predictions. While different models can and will coexist, some existing ones will certainly need […]

This week’s readings/links: Are buybacks good for long-term shareholder value?: Evidence from buybacks around the world. I have only fuzzy memories of discussing the nature and persistence of buyback anomalies during a finance class back when I was at business school. If I recall correctly, the existing literature at the time was focused only on […]

This week’s readings/links include Platinum Asset Management on their bear market playbook, Cheah Cheng Hye’s webinar on the investment impacts of COVID-19, a UxC interview with Galymzhan Pirmatov (the CEO of NAC Kazatomprom), Paul Tudor Jones & Lorenzo Giorgianni on the great monetary inflation, and the World Gold Council on gold demand trends for Q1 […]

This week’s readings/links include a conversation with Savio Kwan, Alibaba’s ex-President and COO, on navigating through SARS, Eli Binder on the work behind the Luckin Coffee short, David Webb on COVID-19 and where we go from here, Greg Miller on how tanker stocks could emerge as a COVID-19 relapse hedge, Adam Grant on the benefit […]

This week’s readings/links include Fred Hickey on why this is the perfect environment for gold, a wide-ranging conversation with Malcolm Turnbull, an interview with Grant Williams, Izabella Kaminska on the mystery (revived) of the United States Oil Fund and Greg Miller with an update on the tanker market. Fred Hickey: This is the perfect environment […]

This week’s readings/links include an interview with Stephen Diggle, Charlie Munger on why the phone is not ringing off the hook, a follow-up discussion with Harris Kupperman on oil tankers, Gerard Minack on how the coronavirus crisis will change investment strategy, a Tim Ferriss conversation with Jane Goodall and Marc Andreessen on why it’s time […]

This week’s readings/links include Patrick Ghali of Sussex Partners on where his firm currently sees opportunities in Japan, Horseman Capital’s Russell Clark on junk in the trunk, interviews with Hugo De Stoop (CEO of Euronav) and Jason Hsu (founder & CIO of Rayliant Global Advisors) and Nadjeschda Taranczewski on the role of source in organizations. […]