What I Wish I Wrote ~ May 13, 2016

The timing for when the bulk of your investing returns occur plays big role in your ending portfolio value. (Gerstein Fisher)

Banking on the blockchain. (a16z Podcast)

Finance is a big focus for implementing blockchain’s ledger technology but the power of the blockchain goes far beyond finance. (HBR)

The Business Blockchain: Promise, Practice, and Application of the Next Internet Technology (Amazon)

Blockchain Revolution: How the Technology Behind Bitcoin Is Changing Money, Business, and the World (Amazon)

Stanley Drunkenmiller’s “The Endgame” presentation from the 2016 Ira Sohn Conference. (ZeroHedge)

Warren Buffett’s 1998 talk at the University of Florida. (YouTube)

A breakdown of the key points and additional thoughts from Warren Buffett’s University of Florida talk. (Base Hit Investing)

Is ExxonMobil still a better bet than Apple? (The Confessions of a Contrarian Investor)

Learning from and copying from our investing heros is good and necessary for our personal development. Just don’t take the hero worship too far. (Clear Eyes Investing)

Some insight on Lou Simpson and how he works. (Value Investing World)

Kerrisdale Capital’s short thesis on Dish Networks (DISH). (Marketfolly)

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