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 a fan of Wingstop (WING). Tilson must have pulled the suicide wing when playing chicken wing roulette. (MarketFolly)

From B-movie actress to successful stock touter. (DealBreaker)

Procter & Gamble raises its dividend for the 61st year in a row but only by 3% (Dividend Growth Investor)

AbbVie: Growth and Dividends All In One (The Dividend Guy)

Fleetcor more like Fleece-cor according to Andrew Left. (Citron Research)

Investment Goals for 2017: Q1 (Tall Investing)

Facebook is beating its rivals because of the network effect. Plus, a hot take from a Victoria Secrets model on Snapchat vs Facebook.(NY Times)

Owner operators and shareholder value creation. Overlap with a lot of our dividend growth positions and target list. (Intrinsic Investing)

Jeff Bezos annual letter to shareholders (PDF)

What I Wish I Wrote ~ April 7, 2017

A collection of mostly finance related links that I wish I had the talent to create.

Charts from The Economist. Click to enlarge.

Uber’s arrival has “helped reduce alcohol-related traffic accidents by 25-35%”. (The Economist)

Pepsi’s ads used to be edgy but their latest ad with Kendall Jenner is a laughing stock. This second by second breakdown of the ad is hilarious. (Washington Post)

Chuck Akre’s Talk at Google: Three-Legged Stool Investment Construct (MarketFolly)

4 Dividend stocks not to own (The Dividend Guy)

You’re using the escalator all wrong (NY Times)

Selling miles is a cash cow for Airlines (Bloomberg)

Astronomers just turned on a planet-size telescope to take a picture of a black hole (Vox)

How Moats Make a Difference (Intrinsic Investing)

Cruise missiles made by Raytheon were fired into Syria yesterday and some other reasons why Raytheon (RTN) is a dividend growth stock to consider (Dividend Growth Investor)

A thorough breakdown of JP Morgan Chase’s annual report and Jamie Dimon’s letter to shareholders (The Brooklyn Investor)

Do you like Sierra Nevada’s beers? Of course you do. How Ken Grossman got Sierra Nevada up and running and a discussion of his book Beyond the Pale (The Waiter’s Pad)

& the book Beyond the Pale (Amazon)

Were you a fan of the cartoon Inspector Gadget? or Heathcliff? How about The Mighty Morphin Power Rangers? Even if you’re weren’t this interview with Haim Saban on the How I built This Podcast is still very entertaining. Fom a poor Egyptian Jewish refugee to a billionaire.

What I Wish I Wrote ~ March 31, 2017

A collection of mostly investment related links that I wish I had the talent to create.


Fertility Rates Keep Dropping, and it’s Going to Hit the Economy Hard (Visual Capitalist)

You Would Have Missed 780% In Gains Using The CAPE Ratio, And That’s A Good Thing (Meb Faber)

“You need 2 things – a moat around the castle, and you need a knight in the castle who is trying to widen the moat around the castle.” (Clear Eyes Investing)

Overconfidence is rampant in the investing world (Medium)

What If Other Areas of Life Operated Like Wall Street? (A Wealth of Common Sense)

BlackRock’s (BLK) Larry Fink becomes a modern art piece (WSJ)

A review of A Man For All Markets (The Rational Walk)

The book. A Man For All Markets (Amazon)

Fortune’s Formula. Another great book with Ed Thorpe in it. (Amazon)

David Einhorn and Greenlight Capital’s presentation on unlocking value at General Motors (GM) through a dual share class structure. (MarketFolly)

Is Warren Buffett signaling a top for shares in Apple (AAPL)? (The Peridot Capitalist)

What I Wish I Wrote ~ November 25, 2016

A collection of mostly investment related links that I wish I had the talent to create.

aircraft technology
View full infographic at Visual Capitalist

The Future of Military Technology is Intense (Visual Capitalist)

Is Starbuck’s (SBUX) on its way to becoming a dividend aristocrat? (Dividend Growth Investor)

Notes from Warren Buffett’s meeting with MBA students at the U. Of Maryland. (ValueWalk)

Joel Greenblatt on Consuelo’s Mack’s WealthTrack. (YouTube)

Or read the full transcript of the interview. (Hurricane Capital)

Does CBRE Group have an emerging moat? (Punchcard Research)

A list of fintwit accounts to follow. (Sentieo)

Learn the art of value investing from 6 super investors: Howard marks, Tom Russo, Guy Spier, Monish Pabrai, Rupal Bhansali, Arnold Van Den Berg. Free course on Udemy. (Udemy)

Why moats are essential to profitability (Restaurant Edition). (25IQ)

Novo Nordisk, What Now? (Value and Opportunity)

What I Wish I Wrote ~ November 19, 2016

A collection of mostly investment related links that I wish I had the ability to write or create.

Apple Install Base
From BMO Capital Markets via Business Insider.

Apple is sitting on ‘a powder keg of dramatically aging’ iPhones (Business Insider)

Starbuck’s float. Starbuck’s has as much money as a midsized bank sitting in customer cards. (Huffington Post)

Is Novartis about to do an acquisition to spur growth? (Bloomberg Gadfly)

How a bunch of NFL players lost $43 Million through a “Financial Advisor” recommended by their own union, the NFLPA. (60 Minutes)

Is Disney a buy now after a 19% price decline? (Sure Dividend)

“Value Trap” is a label tossed around these days when discussing Oracle and that’s because of AWS. (Stratechery)

The Motley Fool interviews Michael Mauboussin (Motley Fool)

The Art of Doing Nothing (A Wealth of Common Sense)

Authorities Break Up Active Management Cell (Josh Brown aka The Reformed Broker)

CNBC’s interview with John Malone