08/11/15 – Tuesday Interest-ing Reads

  • What labor market conditions are saying about where we are in the cycle. (bonddad.blogspot)
  • Is the Berkshire Hathaway ($BRKB) model the right one for Alphabet? (bloombergview)
  • Fortress Investment Group ($FIG) has profited handsomely from the rebound in subprime lending. (wsj)
  • 5 Things to Know About China’s Currency Devaluation (blogs.wsj)
  • The new Obama rule that’s making stockbrokers swear: Whose interest is a retirement adviser supposed to serve? (politico)
  • Good luck dealing with the current crop of PC-obsessed college kids when they’re released into the wild (The Atlantic)
  • Global reflation vs. deflation (fidelity)
  • Freight-related startups are attracting capital. (wsj)
  • How seed stage VCs compete (or not). (hunterwalk)
  • Co-living spaces are the new co-working spaces. (businessinsider)
  • Meet Sundar Pinchai the new CEO of Google. (qz)
  • When an introvert is in charge of HR. (huffingtonpost)
  • Moonshots require a long-time horizon. (vox)
  • 6 reasons why Google is making the move. (ftalphaville.ft)
  • The startups that are going after Wall Street. (cnbc)
  • Think of Alphabet as a portfolio of moonshots. (slate)
  • The government is still a major drag on employment. (bloombergview)
  • What Apple ($AAPL), Google ($GOOG) and Facebook ($FB) can teach startups about valuation. (medium)
  • Did China’s Yuan move just mess with the Fed’s September rate hike plans? (MarketWatch)
  • Small business optimism increased in July. (calculatedriskblog)
  • China is a mess either way (Dr. Ed’s Blog)
  • Google explains the weird shit they’re doing with the corporate structure (Google Blog)
  • Could algorithms make for a better VC? (fortune)
  • Six thoughts on the renminbi devaluation. (marginalrevolution)
  • Index investors don’t need to worry about Apple ($AAPL) and its discontents. (rickferri)
  • Rand Paul’s Eye-Roll Marked the End of the 9/11 Era: The attacks of 2001 are no longer the potent GOP rallying point they once were. (thenation)
  • The first round of post-debate polls are out, and Donald Trump has a commanding lead (businessinsider)
  • GARP is the new value. (econompicdata.blogspot)
  • Charlie Munger on The Psychology of Human Misjudgment (contrarianville)
  • It is now a lot clearer what you are getting in Google. (avc)
  • Seed rounds with quickly followed Series A are a new phenomenon. (blog.semilshah)
  • The average Shake Shack location is doing $100k in sales per week (Buzzfeed)
  • “100% of the top 20 YC companies by valuation have the .com of their name.” (paulgraham)
  • 26 reasons Google ($GOOG) created Alphabet. (fusion)
  • Shake Shack reports 75% revenue growth, guides higher (Wall Street Journal)
  • Is it still possible to create a truly innovative financial product? (blogs.cfainstitute)
  • A startup, zirtual, disappeared overnight. (businessinsider)
  • Why “names” matter on a cap table. (blog.semilshah)
  • Wall Street analysts weigh in on the reorg (Business Insider)
  • All great companies have one thing in common: authenticity. (techcrunch)
  • Futures traders hate gold and silver. (shortsideoflong)
  • Compare yourself to your goals not someone else’s. (sethgodin.typepad)
  • ” The businesses that generate the most “value” are the ones that grow the pie for everyone.” (mahesh-vc)
  • Israeli Solar Warms Up (slate)
  • How should we think about the 60/40 portfolio? (theirrelevantinvestor.tumblr)
  • An outburst of outrage about private equity fees (ft)
  • How much do you trust Larry Page? (stratechery)
  • Stock buybacks are coming under increasing political scrutiny. (nytimes)
  • Why did China devalue the renminbi? (ft)
  • How Sundar Pinchai will be running Google Inc (New York Times)
  • China is desperate. (ftalphaville.ft)
  • Andrew Grimes, “People tend to over-complicate, particularly in portfolio management, and this can result in complicated trades that don’t do what we expect.” (adamhgrimes)
  • On-demand doctors are a hot space for startups. (wsj)
  • Three Edges to Beat Mr. Market (janav.wordpress)
  • The big question is why did Page and Brin make this move now? (om.co)
  • Brett Arends: What if the bull market in stocks just ended — and nobody noticed? (MarketWatch)
  • Don’t be surprised in the new Google goes after financial services. (howardlindzon)
  • Here’s the Hidden Joke in Google’s Letter Announcing Alphabet (bloomberg)

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