No conflict, no interest
The interest rate makes valuations swing, particularly for companies that have high growth rates on currently low earnings. Kind of obvious, but under-appreciated, I think, for startups. Here’s the way you can value the stock of Apple, based on the
No conflict, no interest
The interest rate makes valuations swing, particularly for companies that have high growth rates on currently low earnings. Kind of obvious, but under-appreciated, I think, for startups. Here’s the way you can value the stock of Apple, based on the
Icahn on takeovers, as a way of understanding what Elon is doing at Twitter
From the famous 2009 edition of Robert Schiller’s class at Yale that they recorded and published, a guest appearance by Carl Icahn — https://podcasts.apple.com/us/podcast/financial-markets-audio/id341651121?i=1000063752219 Hear the corporate raider playbook – fire the “nice guy” CEO, slash headcount massively as most
Icahn on takeovers, as a way of understanding what Elon is doing at Twitter
From the famous 2009 edition of Robert Schiller’s class at Yale that they recorded and published, a guest appearance by Carl Icahn — https://podcasts.apple.com/us/podcast/financial-markets-audio/id341651121?i=1000063752219 Hear the corporate raider playbook – fire the “nice guy” CEO, slash headcount massively as most
Why investors allocate to venture instead of hedge funds over virtually everything else…
The key stat is around minute 40. But don’t forget the other huge criterion: diversification. In the Swensen “Yale system”, the Buffet idea of “just own the index”, seems not at all what made Yale succeed. Here is a summary
Why investors allocate to venture instead of hedge funds over virtually everything else…
The key stat is around minute 40. But don’t forget the other huge criterion: diversification. In the Swensen “Yale system”, the Buffet idea of “just own the index”, seems not at all what made Yale succeed. Here is a summary
Behavior change and climate change
Every writer on climate change used to mention Jimmy Carter, the malaise speech, the American nationalism about suburbs and hamburgers, the entitled consumer, and ‘behavior change is hard to do’ topics on climate. In fact, even this August, the excellent
Behavior change and climate change
Every writer on climate change used to mention Jimmy Carter, the malaise speech, the American nationalism about suburbs and hamburgers, the entitled consumer, and ‘behavior change is hard to do’ topics on climate. In fact, even this August, the excellent
RIP Good Times Is Over*
*Who knows? I really don’t. But over dinner with a public markets hedge fund person, we both *felt* that the great crash of 2022 might be over now, and that another 6-12 months from now we may see new highs.
RIP Good Times Is Over*
*Who knows? I really don’t. But over dinner with a public markets hedge fund person, we both *felt* that the great crash of 2022 might be over now, and that another 6-12 months from now we may see new highs.
If you care about the future of humanity
Philosophers occasionally have breakthroughs — really! You probably don’t believe me. But they do — for example late in the 1800s some philosophy professors started trying to turn philosophy into mathematical statements, came up with logic, and that’s why computers
If you care about the future of humanity
Philosophers occasionally have breakthroughs — really! You probably don’t believe me. But they do — for example late in the 1800s some philosophy professors started trying to turn philosophy into mathematical statements, came up with logic, and that’s why computers
Favorite newsletters
Since we are in the newsletter boom again, now that RSS has died and sensible people stopped expecting curation on Twitter…here are my favorite newsletters (most of which I just got *added* to at some point by their authors, and
Favorite newsletters
Since we are in the newsletter boom again, now that RSS has died and sensible people stopped expecting curation on Twitter…here are my favorite newsletters (most of which I just got *added* to at some point by their authors, and
The Green New Deal for buildings is so simple
2019 feels like a very long time ago, but it is actually 10 years after the term “green new deal” started getting used in Europe, and a little after American politicians started using it. So Jeremy Rifkin didn’t beat everyone
The Green New Deal for buildings is so simple
2019 feels like a very long time ago, but it is actually 10 years after the term “green new deal” started getting used in Europe, and a little after American politicians started using it. So Jeremy Rifkin didn’t beat everyone
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