05/17/16 – Tuesday’s Interest-ing Reads

  • What stocks the ‘ultimate stock pickers’ have been buying of late. (news.morningstar)
  • Avoid funds with the term ‘absolute’ in their names… (ritholtz)
  • Apparently telling successful people that luck played a role in their success pisses than off. (nymag)
  • How do you get to an exit? (pointsandfigures)
  • Don’t expect equity crowdfunding to jump right out of the gate. (next.ft)
  • How should alternative investments be benchmarked? (awealthofcommonsense)
  • On the importance of failure and how to learn from it. (wilowallstreet)
  • Equity crowdfunding is here. (wsj)
  • Should we worry about slowing retail sales? (Fat Pitch)
  • Pandora ($P) has an activist who wants the company to sell itself. (nytimes)
  • Active managers need to reinvent active management. (evidenceinvestor.co.uk)
  • This is the most important ETF of 2016. (etf)
  • Ted Wechsler and Todd Combs are doing a nice job for Berkshire Hathaway ($BRKB). (fortune)
  • Amazon launches restaurant delivery in Manhattan with more than 350 eateries (Recode)
  • Another earnings beat from Home Depot, quite possibly the best retailer in America (CNBC)
  • Thomas Petterffy, CEO of Interactive Brokers ($IBKR), sees a culling of the brokerage space. (next.ft)
  • Why it’s important that founders be on the same page. (pointsandfigures)
  • Brad Feld on his decision-making trick (Feld Thoughts)
  • Goldman Sachs: 3 Reasons Apple Is Struggling In China (Benzinga)
  • One Measure of U.S. Wage Growth Just Hit a New Post-Recession High (Bloomberg)
  • How Yale University built up a successful network of venture capital. (allaboutalpha)
  • Chris Sacca on why Shark Tank is “the most authentic show on television.” (medium)
  • Startups love arbitration clauses in their contracts. (nytimes)
  • Apple ($AAPL) is the new IBM ($IBM). (qz)
  • A leading predictor of SaaS Series A valuations. (tomtunguz)
  • Why you should ignore ‘Mr. Macro’ and all those stories he spins. (latticework)
  • Is productivity growth all that bad? (valueplays)
  • Why you need to expose yourself to new ideas and information to enhance creativity. (forbes)
  • Snapchat skews young while Facebook ($FB) skews older. (latticework)
  • The World’s Smartest Investors Have Failed (Motley Fool)
  • Is inflation finally heating up? (crossingwallstreet)
  • The Real Fear Is When We All Fear Alike (Wall Street Journal)
  • U.S. Discloses Saudi Holdings of Treasuries for First Time (Bloomberg)
  • Some startup lessons learned from ten years at Google ($GOOGL). (medium)
  • Industrial production was up nicely in April. (calculatedriskblog)
  • Twitter ($TWTR) finally does something right. (bloomberg)
  • We are in the repudiation phase of the startup bubble. (thereformedbroker)
  • uBeam’s claims for wireless device charging are coming under fire. (techcrunch)
  • What government is missing out by not making pot legal (and taxable). (washingtonpost)
  • Aspiring actors now drive for Uber instead of waiting tables. (vanityfair)
  • How ff Ventures is a throwback. (institutionalinvestor)
  • Four common traits of recently hired CEOs. (qz)
  • A talk with Charles Hudson of Percursor Ventures an early stage VC. (thetwentyminutevc)
  • Trends in angel investing. (techcrunch)
  • Improving economic growth is supporting European equities (ValueWalk)
  • George Soros is betting big against the S&P 500 (MoneyBeat)

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