Notes

Notes From Lessons of History

The Lessons of History by Will and Ariel Durant Geography As technology evolves, the influence of geography is diminished The…

7 years ago

Mauboussin on Making Better Comparisons

Michael Mauboussin Guide to Making Better Comparisons (Link) Comparing via analogies (steps and common mistakes) Select the source for analogy…

7 years ago

Contrarian Examples from How I Built This

Allen Cheng writes the best book and content summaries on the web. He wrote this post summarizing what he learned…

7 years ago

Matt Levine on shareholder value

Matt Levine discusses: Traditional and progressive views of the role of corporations How a narrow desire to raise shareholder value…

7 years ago

How much to wager when you have edge? (Hint: median not mean outcomes!)

Link: Rational Decision-Making under Uncertainty: Observed Betting Patterns on a Biased Coin Optimal bet size as a fraction of bankroll…

7 years ago

Refactored “When the Culture War Comes for the Kids”

This is a 10:1 compression and refactoring of George Packer's When the Culture War Comes for the Kids There is…

7 years ago

Tradeoffs in tax policy

Excerpts from Howard Mark's memo: It's All Very Taxing The concept of "paying a fair share" is nebulous at best.…

7 years ago

Notes from The Rebel Allocator

The Rebel Allocator by Jacob L. Taylor Summary Using a Socratic device, the author creates a Buffet/Munger composite doppelganger named…

7 years ago

Notes on Invisible Heart

Invisible Heart by Russ Roberts Thinking like an economist: Second Order Price modulates supply/demand Suppose the world has 531 billions…

7 years ago

Notes on The Accounting Game

The Accounting Game: Basic Accounting Fresh from the Lemonade Stand by Darrell Mullis and Judith Orloff Balance sheet Assets =…

7 years ago