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August ’26: Summer calm August was another fabulous summer month in the UK. The lack of rain became a nasty drought, with...
2 weeks ago
1

August ’26: Summer calm

from FIRE v London [alt+shift+b] in finance

2 weeks ago
August was another fabulous summer month in the UK. The lack of rain became a nasty drought, with hosepipe bans across much of the country – including my Coastal Folly’s Wessex Water supplier (for the first time in over 50 years). But lawns aside it made for an enjoyable month. I...
[Outliers] Charlie Munger’s Interview with Todd Combs I’m excited to share this previously unreleased 2022 conversation between Charlie Munger and Todd...
a week ago
1

[Outliers] Charlie Munger’s Interview with Todd Combs

from Farnam Street [alt+shift+b] in finance

a week ago
I’m excited to share this previously unreleased 2022 conversation between Charlie Munger and Todd Combs.  Public Release: Oct 6th. Members have access now.Join us. As with any Munger talk, the subjects are both deep and wide. I’ve pulled out the ideas that most resonated with me....
✈️ A FLIGHT THAT ALMOST ENDED VERY DIFFERENTLY October is here, the markets are coming off a pretty choppy September, and there’s a lot happening...
a week ago
1

✈️ A FLIGHT THAT ALMOST ENDED VERY DIFFERENTLY

from Mazdak [alt+shift+b] in finance

a week ago
October is here, the markets are coming off a pretty choppy September, and there’s a lot happening beneath the surface.
A Sketch of Meta as an Enterprise AI Company Plus! IP; Gemini; Interfaces; The End Customer; Humans
a week ago
1

A Sketch of Meta as an Enterprise AI Company

from The Diff [alt+shift+b] in finance

a week ago
Plus! IP; Gemini; Interfaces; The End Customer; Humans
Dealing with Recessions A look at how Four Seasons founder Isadore Sharp learnt to handle recessions in one of the most...
4 days ago
1

Dealing with Recessions

from Commoncog [alt+shift+b] in finance

4 days ago
A look at how Four Seasons founder Isadore Sharp learnt to handle recessions in one of the most cyclical industries known to man.
Stock Prices, Earnings and Cashflows: The AI Effect plays through! In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the...
2 days ago
1

Stock Prices, Earnings and Cashflows: The AI Effect plays through!

from Musings on Markets [alt+shift+b] in finance

2 days ago
In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the capacity of equities to keep rising in the face of rising rates. I argued that the resilience of stocks during the year could be traced to higher-than-expected earnings being reported...
How to Handle Disruptive Change As a business, how do you deal with disruption — technological or otherwise? Some patterns from a...
3 weeks ago
-2

How to Handle Disruptive Change

from Commoncog [alt+shift+b] in finance

3 weeks ago
As a business, how do you deal with disruption — technological or otherwise? Some patterns from a collection of case studies.
Buffett Completes Succession Plan Warren Buffett has completed Berkshire's succession plan as he steps down as Chairman.
3 weeks ago
-3

Buffett Completes Succession Plan

from The Rational Walk [alt+shift+b] in finance

3 weeks ago
Warren Buffett has completed Berkshire's succession plan as he steps down as Chairman.

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