03/03/15 – Tuesday PM Interest-ing Reads

  • What next for Greece? (newyorker)
  • The Shark Tank boost for apps can be substantial. (techcrunch)
  • Nuveen missed the boat on bond ETFs. (investmentnews)
  • Stanley Druckenmiller likes Europe and Japan a lot more than the US at present. (marketfolly)
  • More lessons learned from Warren Buffett’s shareholder letter. (pragcap)
  • Comparing the big momentum factor ETFs. (news.morningstar)
  • Is this hedge fund activism gone too far? (qz)
  • Five mutual funds that are sitting on a big slug of cash. (news.morningstar)
  • Europe’s economy is still on a knife’s edge. (soberlook)
  • 16 common questions about fundraising. (a16z)
  • Who to believe in the Lumber Liquidators ($LL) saga? (kiddynamitesworld)
  • Can Robinhood drive industry stock commissions down to $0? (bloomberg)
  • The “secret” of Berkshire Hathaway ($BRKB) is hidden in plain sight. (soberlook)
  • A third of Europe’s sovereign bonds trade with a negative yield. (ftalphaville.ft)
  • How one guy scored a wad of stock options in Jet.com. (fusion)
  • Haven’t pundits learned not to trash an Apple product prior to launch? (businessinsider)
  • JP Morgan ($JPM) is tilting towards the consumer side. (nytimes)
  • How to think about market size. (ben-evans)
  • Late round financings are very different than an IPO. (abovethecrowd)
  • Drivers are winning the war between Uber and Lyft. (washingtonpost)
  • Where did all the tech IPOs go? (fortune)
  • A thoughtful look at what it will take for Apple ($AAPL) to reach a $1 trillion in market cap. (aboveavalon)
  • Entrepreneurship is a struggle. Insights from Ben Horowitz’s “The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers.”* (farnamstreetblog)
  • Fintech apps, like Venmo, are running into fraud issues. (slate)
  • The top 10 buys (and sells) from the ultimate stock pickers. (news.morningstar)
  • At some point staying private makes it difficult to hold onto employees. (fusion)
  • Jessica Alba’s The Honest Co. wants to build a big, sustainable business. (recode)
  • February was big month for stock buybacks. (bloomberg)
  • Why Warren Buffett hates bankers. (fortune)
  • How to raise seed capital outside of Silicon Valley. (outsideofthevalley)
  • Why the Luddites are wrong and have been wrong for a long time. (ft)
  • Where did Buffett’s alpha go? (alphaarchitect)
  • On the global shortage of safe assets. (ft)
  • Are DFA’s funds active or passive? (advisorperspectives)
  • What is Warren Buffett’s secret sauce? (nytimes)
  • Detailed business plans are a waste of time and money. (blog.strategyzer)
  • On the importance of checklists for traders. (traderfeed.blogspot)
  • Justin Fox, “The Federal Reserve System is a strange, ungainly beast.” (bloombergview)
  • SnapChat is a threat to $FB, $GOOG and even live television. (businessinsider)

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