Don't Let Fake-uanimity Get You
I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally...
Long-Term Value, Long-Term Values
If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up...
7 Life Lessons from Jose Mourinho's 2018
To absolutely no-one's surprise, the Jose Mourinho era at Manchester United collapsed in acrimonious fashion just before Christmas. The...
Not Too Tight, Not Too Loose
To hear two of its sharpest observers, the media industry is pretty screwed. In a recent conversation, Vox's Ezra Klein and NYU's Jay...
The Curse of Complacency
I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with...
Things I Struggle With
There's a great interview out there with VC investor Josh Wolfe of Lux Capital. If you haven't heard it, I highly recommend giving it a...
What greenwashing says about the future of the economy
Little infuriates sustainability advocates more than greenwashing, generally defined as "a form of spin in which green PR or green...
How Buffett Became a Midwestern Manjusri
If you spend any time at all in the world of investing, you very quickly realize how many clever people you're competing against. I...
2018 Book Recommendations
Welcome to my book recommendations for 2018. As always, books are listed by genre and scored on a 5-point scale. You can find my lists...
2017 Book Recommendations
Someone asked on Twitter recently, "What books did you read this year that you'll re-read within the next 5 years?" I started asking...
