As I talked about in this post I have been building my wordly wisdom and mental models for a while now since nearly every company I want to buy I estimate to be overvalued currently. I have expanded my reading to my other interests which are all over the map. I will be sharing some of my favorite articles with you over the coming weeks and hope you learn something from them like I have. Don’t worry, a lot of them will still be investing related or the thinking can be applied to investing. For the rest I just find them either interesting or intellectually stimulating.
The New York Reviews of Books – Physics: What We Do And Don’t Know.
Project Syndicate – Measure for Mismeasure.
Microcap Club – The Value Of Net Operating Losses. EXTREMELY IMPORTANT as it pertains to valuations.
Farnam Street – Evolution is Blind But We’re Not.
Greg Speicher – Henry Singleton: A Master of Capital Allocation.
The Washington Post – Studying Chinese To Reach His Parents.
Youtube Video – America is the Microsoft of Nations.
Bruce Kasanoff – Huge Decisions Require The Rocking Chair Test.