08/31/17 – Thursday’s Interest-ing Reads

  • As Silicon Valley firms grow, residents are getting displaced. (ft)
  • How to grow old like an athlete (weforum)
  • The case for investing in convertible bond ETFs right now (ETF.com)
  • The irony is that all of these grifters will be leaving Washington with nothing, and possibly bankrupt. (Bloomberg)
  • Customers hate MVPs. (blog.asmartbear)
  • GMO is not giving up on asset class mean reversion. (economist)
  • Unsolicited advice for an aspiring VC: go late. (medium)
  • HFT firms are looking elsewhere for profits. (businessinsider)
  • Austin and St. Louis are two cities thriving outside the Valley. (venturebeat)
  • Cracks start to appear in the European stock rally (Howard Lindzon)
  • When Climate Change Meets Sprawl: Why Houston's ‘Once-In-A-Lifetime' Floods Keep Happening (projects.propublica)
  • Speculation is alive and well in the Vancouver housing market. (bloomberg)
  • The one question to ask founders on a Demo Day. (hunterwalk)
  • Is poor health holding back the economy? (economistsview.typepad)
  • The incredible shrinking president (axios)
  • There are three sources of authentic differentiation for VCs. (medium)
  • We often talk about the Big Five tech companies but we really should about the ‘Elite Eight.’ (bloomberg)
  • ESPN Football Analyst Walks Away, Disturbed by Brain Trauma on Field (nytimes)
  • The Dumbest Call of the Era (thereformedbroker)
  • What’s the difference between an idea and a business? (linkedin)
  • We Said Google Was Dangerously Powerful, Then Google Proved Us Right. (Buzzfeed)
  • Moody’s analyst: Actually, Amazon is the weakest retailer (MarketWatch)
  • Subprime mortgage lending has quietly re-established itself. (ft)
  • A list of the top follows on Financial Twitter. (bpsandpieces)
  • New Uber CEO Says Company Could Go Public in 18 Months (Wall Street Journal)
  • Can you have a gold rally without silver? (seeitmarket)
  • Did Warren Buffett kill value investing? (theirrelevantinvestor)
  • Three lessons learned from a first year VC. (collaborativefund)
  • Costco ($COST) shares have not recovered from the Amazon ($AMZN)-Whole Foods merger. (wsj)
  • Some hard learned lessons at the seed stage including the need to resist ‘over-titling.’ (linkedin)
  • An active manager kicking ass in REITs (Institutional Investor)
  • American corporations have swapped equity for debt. Will we all regret it? (thefelderreport)
  • Due diligence is more than just the 4 P’s. Sign up for Tom Brakke’s Advanced Due Diligence and Manager Selection Workshop in November. (tjbresearch)
  • There are no conservatives in waist-deep water (marketwatch)
  • The coding bootcamp bubble has popped. (techcrunch)
  • Investors can not be operators. (pointsandfigures)
  • A quick, no, is a respectful no. (feld)
  • Pre-Harvey weekly initial unemployment claims remained at historically low levels. (calculatedriskblog)
  • Pilot studies with big corporations are valuable but go in with the proper expectations. (medium)
  • Pioneering cancer drug will cost $475,000. Analysts call it a bargain (statnews)
  •  Why America Still Hasn’t Learned the Lessons of Katrina (politi.co)
  • T+2 trade settlement is coming next week. (bloomberg)
  • How to game the book bestseller list. (qz)
  • We should really stop trying to contact aliens. (bigthink)
  • Six big banks are pushing into the blockchain with a "utility settlement coin." (ft)
  • For companies like Costco ($COST) whose brand was built on lowering search costs the Internet is a serious threat. (intrinsicinvesting)
  • Mueller’s walking around stalking traitors like the Grim Reaper (Politco)
  • The costs to start a farm these days will blow your mind. (fastcompany)
  • Only 1% of rupee notes went unaccounted for in last year’s RBI exchange. (economist)
  • Why fake news spreads so fast. (bloomberg)
  • Why seed funding declined in 2017. (medium)
  • Scammers have jumped into the ICO pool. (theverge)
  • The Looming Consequences of Mold in Houston (theatlantic)
  • Even the cult is waking up (Fox News)
  • A Provocative Look at the Harm From Corporate Heft (wsj)
  • Venture capital is the new off-season hobby of NBA players. (bloomberg)
  •  Put These Charts on Your Wall… (pensionpartners)

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