What I Wish I Wrote ~ September 2, 2016

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

Mental models: multiplicative versus additive systems. What system is your company or organization operating under. (Farnam Street)

In the search for yield some pension funds are turning to put-write strategies. (WSJ)

If you’re a dividend investor you have to pay attention to taxes when comparing yields. (CFA Institute)

Three theories on the “restaurant recession” filling recent headlines (Washington Post)

Will Walmart cease being a dividend aristocrat? (Bloomberg Gadfly)

Of Moats and media pt. 1 ~ the history of today’s emdia companies and why they were able to earn such high returns on capital.(Intrinsic Investing)

Of moats and media pt.2 ~ All good things must come to an end. The current state of media and cable TV disruption (Intrinsic Investing)

Are index funds eating the world? If index investing gets too big it can cause trouble for the proper functioning of our capital markets. (The Intelligent Investor by Jason Zweig)

“as to why so many mutual funds fail to beat an index is because so many stocks fail to beat the index.” (The Irrelevant Investor)

Eleven Reasons To Be Excited About The Future of Technology (Chris Dixon via Medium)