www.mfp.co.in
The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Michael Mauboussin, Professor and Investor
Michael J. Mauboussin is Head of Global Financial Strategies at Credit Suisse. Prior to rejoining CS in 2013, he was Chief Investment Strategist at Legg Mason Capital Management. Michael originally joined CS in 1992 as a packaged food industry analyst and was named Chief U.S Investment strategist in 1999. He is a former president of the Consumer Analyst Group of New York and was repeatedly named to Institutional Investor’s All-American Research Team and The Wall Street Journal All-Star survey in the food industry group.
Michael is the author of The Success Equation : Untangling Skill and Luck in Business , Sports and Investing, Think Twice : Harnessing the Power of Counterintuition and More Than You Know : Finding Financial Wisdom in Unconventional Places- Updated and Expanded.
Michael has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing.
Michael earned an A.B from Georgetown University. He is also chairman of the board of trustees of the Santa Fe Institute , a leading center for multi-disciplinary research in complex systems theory.
Recently he was interviewed at fool.com. Kindly access to the below links for detailed interview :
Link 1 : Michael Mauboussin Talks at Bloomberg ( AB )
Link 2 : Michael Mauboussin Talks at Google ( GO )
Link 3 : The Motley Fool talks with Michael Mauboussin ( FC )
Link 4 : Essay from Michael Mauboussin On Capital Allocation ( DOC )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Uber’s self-driving truck ( TS )
Company Proflie :- Apollo Tyres ( FORBES )
Strategy vs. tactics from a venture capitalist ( MOI )
10 Learnings from 10 Years of Brain Pickings ( BP )
We are Customer Obsessive not Competitor Obsessive : Jeff Bezos( TS )
Larry Ellison ( Co-founder of Oracle ) & his best friend Steve Jobs ( YT )
C. Other Stories
Why Machine Learning? ( JF )
The Pursuit of Financial Independence ( MC )
Story End : – Noida Toll Bridge ( CI )
Stock manipulation: Kushal Tradelink ( ML )
Stock Analysis : Amrutanjan Healthcare ( SI )
Book Review : The Buffett Essays Symposium ( RW )
Morgan-housel-on-reading-writing-filtering-information( FS )
Charlie Munger’s Value Investing Principles Checklist ( VV )
The Weird Economics Of Ikea ( FE )
Simple But Not Easy: Buy Stocks As You Would Cars or Groceries ( LW )
Sample chapter from Tim Ferriss’ upcoming book Tools of Titans ( FW )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck