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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- Interview with David Einhorn
David M. Einhorn (born November 20, 1968) is an American investor, hedge fund manager, and philanthropist. He is the founder and president of Greenlight Capital, a “long-short value-oriented hedge fund.”
Born in New Jersey, Einhorn graduated from Cornell University in 1991 and moved to Westchester, New York to start his fund. He started his fund in 1996 with $900,000 and has generated 16.5% annualized return for investors from 1996 to 2016. As of 2017, Greenlight Capital has US$9.27 billion in assets under management. He has received extensive coverage in the financial press for his fund’s performance, his investing strategy and his positions.
Recently he was interviewed at the Oxford Union. Click the link given below to listen to the interview:
B. Entrepreneurial Diary
C. Other Stories
The Indian Bitcoins (VI)
Changing Your Mind (MC)
Seth Klarman MIT Speech (DC)
Retail Payments Industry (PP)
Passion for learning: Isaac (YT)
Improving Ourselves to Death (NY)
Going Pro 2017 Year In Review (AS)
How To Guard Against Moat Erosion (II)
Indian Television Industry- Marred by the Age of New Media (EU)
Thematic Research on Pollution & Actionable Investment Ideas (SW)
Mungers analysis to build a Trillion Dollar Business from Scratch (CS)
Portfolio Sizing – Prof Bakshi’s pointers on having a good process (VI)
“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