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Category Archives for "What I Wish I Wrote"

What I Wish I Wrote ~ October 5, 2017

Performance of dividend payers in the S&P 500 versus non-dividend players in the S&P 500 (Dividend Growth Investor) Is DaVita juicing its earnings through an opaque non-profit? Warren and Charlie’s Excellent Insurance Gambit (Sirf-Online) Did Warren Buffett kill value investing? (The Irrelevant Investor) The psychological biases that leave us unprepared for disaster (Tim Harford) What do the […]

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What I Wish I Wrote ~ September 1, 2017

A collection of mostly finance related links that I wish I had the talent to create. Some thoughts on Chipotle $CMG given the recent pullback in price: pic.twitter.com/EJmU0w3F9o — Connor Leonard (@Connor_Leonard) October 28, 2016 Why Everyone Should Write. Putting yourself out there increases optionality. (Collaborative Fund) Shorting Uber (Jeff Matthews Is Not Making This […]

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What I Wish I Wrote ~ June 30, 2017

Charlie Munger’s talk on the Psychology of Human Misjudgement via Marketfolly Checking in with ESPN, the current state of its business and its future. (Sports Business Daily) You probably hear a lot that Tesla is disrupting this and that business. But is Tesla really disrupting any business in the true Clayton Christensen definition? (Vox) How […]

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What I Wish I Wrote ~ June 2, 2017

This is a great twitter thread on how Amazon is disrupting consumer brands and which items are most likely to be disrupted. 1. Great chart from Mary Meeker in her recent Internet trends report. pic.twitter.com/DVvSVax84I — Alex Rubalcava (@AlexRubalcava) June 2, 2017 And as a follow-up, the presentation from the 2017 Ira Sohn Conference on […]

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What I Wish I Wrote ~ April 28, 2017

A collection of mostly finance related links that I wish I had the talent to create. @EconomPic live look at the upcoming tax debates on twitter pic.twitter.com/AvQzwOIkL6 — Ben Carlson (@awealthofcs) April 27, 2017 An article went up on Value Investor’s Club recommending a short position in Apple (AAPL). These are all the counterpoints to […]

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What I Wish I Wrote ~ April 20, 2017

An interview with Ed Thorp. Successful card counter, hedge fund manager, and author. (The Investors Podcast) Books by or with Ed Thorp in them: A Man for All Markets (Amazon) Fortune’s Formula (Amazon) The Kelly Capital Growth Investment Criterion: Theory and Practice (Amazon) Beat the Dealer (Amazon) Beat the Market (Amazon) Kase capital is not […]

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