04/29/16 – Friday’s Interest-ing Reads

  • Post-Valeant ($VRX), the Sequioa Fund has reopened to investors. (wsj)
  • James Altucher talks with Steve Case author of “The Third Wave: An Entrepreneur’s Vision of the Future” about the Internet’s “third wave.” (jamesaltucher)
  • CS is a mess (Wall Street Journal)
  • The inside story of working at Business Insider. (money.cnn)
  • Why fund costs are falling. (news.morningstar)
  • Smart beta needs a public champion. (bloomberg)
  • In praise of the More or Less podcast with Tim Harford. (vice)
  • Zero Hedge replies in kind. (zerohedge)
  • Tomorrow is ‘Email Forgiveness Day.’ Give yourself a break. (gimletmedia)
  • How companies hide bad news from investors (ETF.com)
  • What Apple ($AAPL) can learn from Dyson. (next.ft)
  • How Prince pioneered the modern music industry. (knowledge.wharton.upenn.edu)
  • All successful investment strategies have periods of ‘failure’ i.e. underperformance. (awealthofcommonsense)
  • Amazon demolished its earnings report last night (Barron’s)
  • The battle over an internal Merrill hedge fund (Bloomberg)
  • Bloomberg takes an insider’s look at the page view machine that is Zero Hedge. (bloomberg)
  • Ric Edelman is not done growing his financial planning empire. (belayadvisor)
  • Your choice of index matters: the case of spin-off ETFs. (etf)
  • Hedge fund haters are gaining strength. (nymag)
  • A discussion with Parag Khanna author of “Connectography: Mapping the Future of Global Civilization” on how the Internet is the new supply chain. (a16z)
  • Barry Ritholtz talks with Robert Johnson co-author of “Invest with the Fed: Maximizing Portfolio Performance by Following Federal Reserve Policy.” (ritholtz)
  • A talk with Jim Chanos on the “art of short selling.” (ftalphaville.ft)
  • Corporate profits are still in decline. (wsj)
  • The story behind how The Lumineers made their hit song “Ophelia.” (songexploder)
  • Tyler Cowen talks with Camille Paglia. (medium)
  • Amazon’s ($AMZN) AWS is a beast. (wsj)
  • The Chicago PMI is hugging the 50 level. (calculatedriskblog)
  • How the Fed could get hawkish, in a hurry. (economistsview.typepad)
  • Berkshire Hathaway ($BRKA) benefits greatly from deferred taxes. (ftalphaville.ft)
  • Twitter ($TWTR) is a series of missed opportunities. (money.cnn)
  • How to deal with the psychological challenges of long-term trend following. (dualmomentum)
  • The fund fee war spreads to the UK. (evidenceinvestor.co.uk)
  • How Berkshire Hathaway ($BRKB) came to be. (wsj)
  • Some links to all things Buffett. (validea)
  • The challenges of blind hiring. (npr)
  • An interesting discussion about baseball, betting and the Kelly Criterion with Joe Peta, author of “Trading Bases: How a Wall Street Made a Fortune Betting on Baseball.” (espn.go)
  • Investors are learning the wrong lesson from Warren Buffett. (marketwatch)
  • Don’t underestimate the value of consistency of momentum. (fortunefinancialadvisors)
  • Why is productivity so weak? (nytimes)
  • Why should we care about what Warren Buffett has to say? (finance.yahoo)

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