04/27/17 – Thursday’s Interest-ing Reads

  • Bond sentiment is ticking up from bearish levels. (twitter)
  • The pitfalls a team faces after closing a funding round. (medium)
  • VCs are investing more in data analytics to enhance investment decisions. (wsj)
  • The best time to keep a customer is before they leave. (businessinsider)
  • Even Warren Buffett isn’t free of shareholder activists. (ft)
  • A short guide to short selling. (deadcompanieswalking.tumblr)
  • A Low VIX Signals More Stock-Market Gains (barrons)
  • The Dividend Growth Myth (mebfaber)
  • Be wary when successful people tell you how to succeed. (xkcd)
  • Factor Investing – Tilting At Windmills (pragcap)
  • Starting is easy. Finishing is hard. (avc)
  • The stock and bond markets have diverged. So what? (bloomberg)
  • Hello, Steve. (nytimes)
  • S.W.I.: Are You Guilty of Shopping While Intoxicated? (reuters)
  • Mark Suster, "When you run a startup you’re always on borrowed time." (bothsidesofthetable)
  • How The Market P/E Can Levitate (blogspot)
  • Why Amazon Is Happy to Lose Billions on "Prime" (yahoo)
  • And Then There Was Hannity: Bill O’Reilly. Roger Ailes. Megyn Kelly. One by one, the biggest personalities at Fox News have left the building. (bloomberg)
  • Why Bill Gurley only makes a couple of investments a year. (thewaiterspad)
  • How fake are nature documentaries? (kottke)
  • Entrepreneurs should pick VCs who are the best partner, not the highest valuation. (medium)
  • WeWork wants to become a one-stop shop for all your business needs. (qz)
  • Smaller companies are doing secondary sales with abandon. (bloomberg)
  • Is The Dollar Bull Market Over? (knowledgeleaderscapital)
  • Is Economic Uncertainty to Blame for Risk Aversion? (project-syndicate)
  • A nice profile of Semil Shah of Haystack. (blog.angel.co)
  • The case for LNG shipper Navigator Holdings ($NVGS). (sumzero)
  • Two main reasons why VCs "miss" seed deals. (hunterwalk)
  • How tax reform could affect MLP returns. (sl-advisors)
  • The Crucial Money Decision Elon Musk Made When Broke (cnbc)
  • The Low-Inflation World May Be Sticking Around Longer Than Expected (nytimes)
  • The Market Is Overvalued, But Not In a Manic Phase (mauldineconomics)
  • The Origins of the Decline, And Fall, off the Empire Of Liberty (forbes)
  • A big list of VC podcasts. (fortune)
  • How hedge funds are buying stakes in data analysis companies. (wsj)
  • Want to bet against shopping malls? Buy a CDS on CMBS. (wsj)
  • How investors evaluate management teams. (medium)
  • Why Quora is worth $1.8 billion. (quora)
  • The Path to Reforming Land Use Regulations (brookings)
  • Why Instagram Becoming Facebook’s Next Facebook (nytimes)
  • The Case for Early Inheritance (tonyisola)
  • The origin story of Apoorva Mehta of Instacart. (overcast.fm)
  • Slow Growth Since 2005 Indicts Our Present Tax Code (usatoday)
  • Humanoids may been in North America WAY earlier than previously thought. (economist)
  • Is the Nasdaq top heavy? (bloomberg)
  • Book Review: Chip Mellor and Dick Carpenter’s ‘Bottleneckers’ (realclearmarkets)
  • Four lessons learned from training successful traders. (forbes)
  • Don’t Cut the Corporate Tax, Simply Abolish the Tax (nationalreview)
  • Rising seed round prices make subsequent decisions more difficult. (pointsandfigures)
  • Real Books Are Really Back. E-Book Sales Plunge Nearly 20% (cnn)
  • The first humans in America may not have been Homo sapiens (economist)
  • A Q&A with the co-founders of theSkimm. (businessinsider)
  • The Chart That Floats Overvaluation (wordpress)
  • Family offices are a conflict of interest waiting to happen for fund execs. (wsj)
  • How a "returnship" can help stay-at-home parents re-enter the workforce. (forbes)
  • Wall Street to Millennial Generation: Don’t Fear the Stock Market (usatoday)
  • Weekly initial unemployment claims are rising from historically low levels. (calculatedriskblog)
  • Why has growth at Under Armour ($UA) stalled out? (qz)
  • Should investors who hold their shares longer get more voting rights? (hbr)
  • Venture capital is a capacity business. (continuations)
  • The hunter is now the prey. ValueAct just bought a big stake in KKR ($KKR). (businessinsider)
  • On the prospects for another Fed rate hike by June. (capitalspectator)
  • Don’t dismiss the ETF Industry Exposure & Financial Services ETF ($TETF) just yet. (investwithanedge)
  • Why stock and bond investors have completely different mindsets. (mrzepczynski.blogspot)
  • Roger Ehrenberg, "Venture is a business where it is easy to confuse luck with skill, but the one way of distinguishing between the two is persistence." (hackernoon)
  • The universe is filled with warm, fuzzy gas (blastr)
  • A Q&A with high-profile New York-based angel investor Joanne Wilson aka "Gotham Gal." (shift.newco.co)
  • Americans Still Favor Real Estate for Long-Term Investment (gallup)
  • Is There a Threat to the Muni Bond Interest Deduction? (cumber)
  • Here’s Why Juicero’s Press is So Expensive (blog.bolt.io)
  • Why Getting Fired Is Worse Than Divorce, or Spouse Death (bloomberg)
  • Startups rarely file for bankruptcy. That might be changing. (fortune)
  • Why big funds are not really in the venture business they are "private hedge funds." (venturebeat)
  • The IPO pipeline is slowly filling up. (fortune)

Leave a Reply

Your email address will not be published. Required fields are marked *