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Mazdak
Commercial vs. Residential Real Estate: Which One Is Right for You? Investing in real estate can be a great way to build wealth and generate passive income. But which...
over a year ago
30
over a year ago
Investing in real estate can be a great way to build wealth and generate passive income. But which type of real estate is right for you? Commercial or residential? In this blog post, we will compare and contrast commercial and residential real estate, and help you decide which...
Commoncog
Lee Walker and the Dell Growth Plateau How Lee Walker overcame Dell's biggest growth plateau in 1986. A story about capital, imagination,...
over a year ago
72
over a year ago
How Lee Walker overcame Dell's biggest growth plateau in 1986. A story about capital, imagination, and creative deal-making.
Mazdak
How to Find Great Stocks That Will Make You Money The stock market can be a great way to grow your wealth over time. However, it's important to know...
over a year ago
36
over a year ago
The stock market can be a great way to grow your wealth over time. However, it's important to know how to find great stocks that will make you money. In this blog post, I will share five key factors to look for when finding great stocks. Factor 1: Strong Revenue Growth
The Rational Walk
The Berkshire Hathaway MBA Studying Warren Buffett, Charlie Munger, and Berkshire Hathaway's history can provide a level of...
over a year ago
46
over a year ago
Studying Warren Buffett, Charlie Munger, and Berkshire Hathaway's history can provide a level of fluency in business and investing rivaling a costly MBA degree.
Mazdak
Mastering Twitter/X Growth: Strategies to Skyrocket Your Follower Count Twitter/X stands as one of the leading platforms for sharing ideas, connecting with others, and...
over a year ago
33
over a year ago
Twitter/X stands as one of the leading platforms for sharing ideas, connecting with others, and building your personal brand. With the right strategies, you can transform your Twitter presence into a thriving community of engaged followers. In this blog post, I'll dive into...
The Rational Walk
A Very Strange Public Offering The story of the initial offering of Berkshire Hathaway's Class B stock is an excellent example of...
over a year ago
45
over a year ago
The story of the initial offering of Berkshire Hathaway's Class B stock is an excellent example of Warren Buffett's unconventional approach toward his business partners.
Bits about Money
Credit card debt collection Credit card debt is the waste stream of consumer finance. The debt collection industry ends up being...
over a year ago
37
over a year ago
Credit card debt is the waste stream of consumer finance. The debt collection industry ends up being sordid, for complex structural and microeconomic reasons.
The Rational Walk
The Digest #159 Montaigne on Lying, Berkshire's Q2 results, Equity risk premiums, Taking useful notes, Abandoning...
over a year ago
52
over a year ago
Montaigne on Lying, Berkshire's Q2 results, Equity risk premiums, Taking useful notes, Abandoning books, How Threads was built, BYD challenges Tesla, Katalin Karikó's inspiring life
Mazdak
Working Out Will Change Your Life Do you want to lose weight? Have more energy? Sleep better? Improve your mood? If so, then you need...
over a year ago
34
over a year ago
Do you want to lose weight? Have more energy? Sleep better? Improve your mood? If so, then you need to start working out. Working out has a myriad of benefits that can improve your life in many ways. Here are just a few of the ways that working out can change your life:
The Rational Walk
Berkshire Hathaway’s Q2 2023 Results Thoughts on Berkshire Hathaway's second quarter results with a focus on GEICO, BNSF, HomeServices,...
over a year ago
44
over a year ago
Thoughts on Berkshire Hathaway's second quarter results with a focus on GEICO, BNSF, HomeServices, Clayton Homes, Apple, and share repurchases.
FIRE v London
July ’23: Markets up, Coutts down It’s been a dismally wet July here in London. About 50% more rainfall than normal (which, before ye...
over a year ago
81
over a year ago
It’s been a dismally wet July here in London. About 50% more rainfall than normal (which, before ye scoff, isn’t that much – London is a fairly dry city – drier than Rome and much drier than Sydney). It has been long trousers weather, for the first time in several years. But at...
The Rational Walk
The Digest #158 Claude Shannon's mighty mouse, Ben Graham's father, Doomberg quits Twitter, FASB segment disclosure...
over a year ago
40
over a year ago
Claude Shannon's mighty mouse, Ben Graham's father, Doomberg quits Twitter, FASB segment disclosure rules, Podcasts on old annual reports, Henry Ford's road trips, Jony Ive, Sal Kahn
Commoncog
Renaming the Business Expertise Triad Renaming the business expertise triad from Supply/Demand/Capital to the simpler ...
over a year ago
39
over a year ago
Renaming the business expertise triad from Supply/Demand/Capital to the simpler Operations/Market/Capital.
The Rational Walk
A Mind at Play Claude Shannon is most famous for his groundbreaking work related to information theory, one of many...
over a year ago
44
over a year ago
Claude Shannon is most famous for his groundbreaking work related to information theory, one of many subjects discussed in his fascinating biography.
Farnam Street
[FS Members] Lessons from Rockefeller: The Upside of Patience Long-term thinking is one of the most valuable traits of successful individuals. It demands that you...
over a year ago
50
over a year ago
Long-term thinking is one of the most valuable traits of successful individuals. It demands that you forego the rewards of the immediate future and position yourself for lasting success. But long-term thinking is impossible without patience; it’s what made John D. Rockefeller one...
The Rational Walk
The Digest #157 Munger on windowless dorms, Damodaran on country risk, Disney's brand, Working without working, The...
over a year ago
35
over a year ago
Munger on windowless dorms, Damodaran on country risk, Disney's brand, Working without working, The comfort crisis, Fairfax, Markel, Vision Pro's breakthrough, iPhone hacks
Commoncog
Eric Nehrlich on the Art of Executive Coaching and Forecasting Cedric talks to Eric Nehrlich about driving down the error rate for Google's revenue forecasting...
over a year ago
39
over a year ago
Cedric talks to Eric Nehrlich about driving down the error rate for Google's revenue forecasting from 10-20% down to 0.5%, his approach to executive coaching, and how to come up with small experiments for personal growth.
The Rational Walk
Wealth vs. Income Early retirees are often misunderstood when it comes to their financial status. Being in a position...
over a year ago
31
over a year ago
Early retirees are often misunderstood when it comes to their financial status. Being in a position to deal with "social debt" requires conservatism and a substantial financial reserve.
Commoncog
The Skill of Capital What, exactly, is the skill of capital? What does it consist of? How do you recognise it? We walk...
over a year ago
157
over a year ago
What, exactly, is the skill of capital? What does it consist of? How do you recognise it? We walk through three stories, and then talk about the shape of the skill in practice.
The Rational Walk
Coffee Can Investing Sometimes an investing approach that is not necessarily "rational" from an economic perspective can...
over a year ago
43
over a year ago
Sometimes an investing approach that is not necessarily "rational" from an economic perspective can produce superior results when one accounts for human nature.
Mazdak
5 Must-Read Finance Books for Building Wealth
over a year ago
The Rational Walk
Will Progressive’s Growth Strategy Pay Off? The auto insurer continues to add customers but posted disappointing results in the second quarter...
over a year ago
38
over a year ago
The auto insurer continues to add customers but posted disappointing results in the second quarter due to catastrophe losses and inadequate pricing.
FIRE v London
June ’23: The hottest ever June saw UK’s former PM Mr Johnson leave parliament. Good riddance. I suspect we haven’t seen or...
over a year ago
59
over a year ago
June saw UK’s former PM Mr Johnson leave parliament. Good riddance. I suspect we haven’t seen or (definitely) read the last of him but having him out of Westminster is at least a bit safer than him inside. Closer to (my Coastal Folly) home, there has been a sad story in...
The Rational Walk
My Years with General Motors General Motors, under the leadership of Alfred P. Sloan, capitalized on the mistakes of Henry Ford...
over a year ago
43
over a year ago
General Motors, under the leadership of Alfred P. Sloan, capitalized on the mistakes of Henry Ford in the 1920s to become the dominant American automaker.
Commoncog
Executing on Becoming Data Driven: The Technicals A technical overview of how I'm applying the methods and ideas of the Becoming Data Driven in...
over a year ago
62
over a year ago
A technical overview of how I'm applying the methods and ideas of the Becoming Data Driven in Business series.
The Rational Walk
The Limits of an Inner Scorecard Having an "inner scorecard" can be liberating and foster independent thinking, but ultimately human...
over a year ago
48
over a year ago
Having an "inner scorecard" can be liberating and foster independent thinking, but ultimately human beings must also subject themselves to the judgment of key people in their lives.
Mazdak
The Growth Rocket Fuel of Low Gross Margin Businesses When most people think of successful businesses, they think of businesses with high gross margins....
over a year ago
43
over a year ago
When most people think of successful businesses, they think of businesses with high gross margins. After all, a high gross margin means that a business is making a lot of money on each sale. However, there are a number of successful businesses that have low gross margins. These...
balajis.com
Bond Villain When Powell devalued bonds, he destroyed the economy.
over a year ago
Commoncog
An Increase in Membership Prices Commoncog is increasing membership prices on 1st August 2023. If you'd like to lock in the old...
over a year ago
62
over a year ago
Commoncog is increasing membership prices on 1st August 2023. If you'd like to lock in the old prices, you should probably sign up before then.
balajis.com
#5 - India's Largest Exit Listen now (161 min) | The $16B acquisition of Flipkart was the largest in Indian tech history....
over a year ago
34
over a year ago
Listen now (161 min) | The $16B acquisition of Flipkart was the largest in Indian tech history. Balaji speaks with Flipkart founder/CEO Binny Bansal on how he built the company from scratch when Indian startups weren't even a thing — and how Flipkart's rise parallels the rise of...
Mazdak
Netflix Discontinues Basic Plan in Canada Netflix has stopped offering its Basic subscription plan in Canada. The company has not said if it...
over a year ago
36
over a year ago
Netflix has stopped offering its Basic subscription plan in Canada. The company has not said if it plans to discontinue the plan altogether, but it is no longer available to new or rejoining members. The Basic plan was the most affordable option for Netflix subscribers in Canada,...
balajis.com
No Cap Fed-killed banks took $100B+ from BTFP to stay afloat, but who's counting?
over a year ago
Mazdak
Gannett Sues Google for Digital Advertising Monopoly. Gannett Sues Google for Digital Ad Monopoly. iPhone 15 Pro Max: Everything We Know So Far About...
over a year ago
36
over a year ago
Gannett Sues Google for Digital Ad Monopoly. iPhone 15 Pro Max: Everything We Know So Far About Apple's Next Flagship. Reddit Protests Continue as Company Threatens to Remove Moderators. Gannett Sues Google for Digital Ad Monopoly. Gannett, the largest U.S. newspaper chain, has...
Commoncog
Executing on Becoming Data Driven Every analytics project consists of two parts. The technical part, and then the 'get the...
over a year ago
63
over a year ago
Every analytics project consists of two parts. The technical part, and then the 'get the organisation on board' part. We talk about why the latter is the real challenge.
FIRE v London
The richest person you know What’s it like to be in the top 1%? According to the statistics, most of the readers of my blog are...
over a year ago
145
over a year ago
What’s it like to be in the top 1%? According to the statistics, most of the readers of my blog are among the highest earning and/or richest people in the UK. I bet however that not many of you feel that way. Let’s start with income To be in the top 1% of earnings in… Continue...
Mazdak
Reddit CEO: Third-Party App Developers Have Made Millions, So They Should Pay for API Access The Future of Third-Party Reddit Apps: Will They Survive the API Changes? Binance.US Lays Off 50...
over a year ago
36
over a year ago
The Future of Third-Party Reddit Apps: Will They Survive the API Changes? Binance.US Lays Off 50 Employees After SEC Charges. Google Bans AI Chatbots to Protect Sensitive Information. The Future of Third-Party Reddit Apps: Will They Survive the API Changes?
Bits about Money
Requiem for a bank loan A brief retrospective on an attractive product First Republic used to offer, and a wider discourse...
over a year ago
49
over a year ago
A brief retrospective on an attractive product First Republic used to offer, and a wider discourse on the banking crisis.
Mazdak
Google's Ad Business Under Fire in Europe Google Faces Antitrust Probe in Europe. Microsoft and OpenAI: A Partnership in Turmoil. Google Faces...
over a year ago
44
over a year ago
Google Faces Antitrust Probe in Europe. Microsoft and OpenAI: A Partnership in Turmoil. Google Faces Antitrust Probe in Europe The European Commission has made a formal antitrust complaint against Google and its ad business. In a preliminary opinion, the regulator says Google has...
balajis.com
The Balaji Newsletter A single place for all updates at balajis.com
over a year ago
Commoncog
Setting the Business Expertise Series Free Removing the paywall on The Business Expertise Series, which covers the work of Lia DiBello and her...
over a year ago
102
over a year ago
Removing the paywall on The Business Expertise Series, which covers the work of Lia DiBello and her collaborators.
balajis.com
Too Fake to Tell US government stats aren't reliable. More importantly, neither are US government bonds.
over a year ago
FIRE v London
May ’23: Magic megatech May has been election month. In the UK, some (but not all – and not London) local councils had...
over a year ago
85
over a year ago
May has been election month. In the UK, some (but not all – and not London) local councils had elections. The Tories took a drubbing, as expected. And overseas the notable election seemed to be Turkey, where autocratic Erdogan won (however fairly) another five year term – taking...
Molson Hart's Blog -...
Why We Shouldn’t “Buy the Dip” “Buying the dip” is buy stocks whenever there is a short-term decline in stock prices, under the...
over a year ago
19
over a year ago
“Buying the dip” is buy stocks whenever there is a short-term decline in stock prices, under the assumption that asset prices will quickly revert, enabling you to make money. This article explains why a government-driven culture of “buying the dip” can be damaging to you and...
Commoncog
When Action Beats Prediction One of the great paradoxes of business is that management is prediction, but entrepreneurship ......
over a year ago
176
over a year ago
One of the great paradoxes of business is that management is prediction, but entrepreneurship ... isn't. What a theory of expertise in entrepreneurship tells us about creating new things in business.
balajis.com
The Balaji Chat A forum for balajis.com subscribers.
over a year ago
Commoncog
Lesley Sim on Skill Acceleration in Ultimate Cedric talks to Lesley Sim about her experience coaching the Singaporean Ultimate Women's World...
over a year ago
120
over a year ago
Cedric talks to Lesley Sim about her experience coaching the Singaporean Ultimate Women's World Championship Team in 2020, her approach to skill acceleration, and why a teaching technique designed for dogs and dolphins works just as well on humans!
FIRE v London
Mayday for IBKR margin lending Regular readers will know what a fan I have been of margin lending from Interactive Brokers. No...
over a year ago
106
over a year ago
Regular readers will know what a fan I have been of margin lending from Interactive Brokers. No longer. If you’ve read my other posts (like this or this or this) on margin lending, and are interested in exploring further, make you read this post before you do. Why I used to like...
Bits about Money
Deposit franchises as natural hedges Many observe that banks seem to be blowing up due to predictable consequences of rising interest...
over a year ago
35
over a year ago
Many observe that banks seem to be blowing up due to predictable consequences of rising interest rates. How did we get here?
Commoncog
Mental Strength in Judo; Mental Strength in Life Results of a four month accelerated expertise experiment in Judo. Or: "I expected to learn about...
over a year ago
167
over a year ago
Results of a four month accelerated expertise experiment in Judo. Or: "I expected to learn about deliberate practice but instead learnt a ton about my mental shortcomings."
balajis.com
The Start Of Startup Cities Miami demonstrates that the era of startup cities is now underway.
over a year ago