112: Complexity Investing, Instagram Extortion?, 16 Greatest Investments Ever, Stripe, Walk it Off, Voxels, Survival Curves, Lost Art of Thinking, and Retro-Futuristic Hamlet
112: Complexity Investing, Instagram Extortion?, 16 Greatest Investments Ever, Stripe, Walk it Off, Voxels, Survival Curves, Lost Art of Thinking, and Retro-Futuristic Hamlet
The Complexity Investing Paper is really good; I also enjoy Brad's weekly newsletter SITAL. An oft cited book in his paper is The Origin of Wealth by Eric Beinhocker. I picked it up and plan to dive into it and I also believe Eugene Wei mentioned he was reading it and enjoying it too.
Given your Liberty name, seems you should have at least added amention of Liberty Media's loan to Sirius that arguably has an infinite rate of return givne how it was paid back in six months IIRC and turned into 40% of SIRI equity.
Continue to enjoy your newsletter and cannot wait when new issues come out. How do you this?!
The Complexity Investing Paper is really good; I also enjoy Brad's weekly newsletter SITAL. An oft cited book in his paper is The Origin of Wealth by Eric Beinhocker. I picked it up and plan to dive into it and I also believe Eugene Wei mentioned he was reading it and enjoying it too.
Given your Liberty name, seems you should have at least added amention of Liberty Media's loan to Sirius that arguably has an infinite rate of return givne how it was paid back in six months IIRC and turned into 40% of SIRI equity.