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by SmellCap on September 6, 2017 in Uncategorized

Notes on “Selling Short”, Kathryn Staley

A video of the 2007 presentation is here. Disclaimer in case of potential takedown: this blog’s for fun, not profit, and I took notes out of respect & a desire… [Continue Reading]

by SmellCap on June 24, 2017June 24, 2017 in Uncategorized

Notes on “You & Your Research”, Richard Hamming

These are my notes from a lecture Richard Hamming gave at the Naval Postgraduate School in June 1995. He speaks from his own experience as a researcher, but he notes that… [Continue Reading]

by SmellCap on May 12, 2017May 13, 2017 in Uncategorized

Notes on “The Peregrinations of an English Major Trying to Solve the Investment Puzzle”, Chuck Akre

These are my notes on a talk Chuck Akre gave at Google in February 2017. You can watch it here. Akre’s book recommendations: The Money Masters, by John Train(Money Masters of… [Continue Reading]

by SmellCap on January 21, 2017January 21, 2017 in Uncategorized

Notes on “Why Foxes Are Better Forecasters Than Hedgehogs”, Phil Tetlock

The lecture is here. — Good political (note: or investing) judgment is much more controversial than good medical or engineering judgment. It appears too subjective. It is possible to construct benchmarks… [Continue Reading]

by SmellCap on January 5, 2017January 7, 2017 in Uncategorized

Notes on Dear Chairman, by Jeff Gramm

Buy the book here, if you’d like. (Not an affiliate link.) General commentary by the author: Small caps, where the author spends a lot of time investing, can have “abysmal”… [Continue Reading]

by SmellCap on December 24, 2016December 24, 2016 in Uncategorized

Notes on “How I Built This – Patagonia: Yvon Chouinard”

When Chouinard started out, climbing gear was very crude. He began by pounding out pitons in his parents’ backyard. At the time, there were ~250 climbers in the US. Gear… [Continue Reading]

by SmellCap on December 2, 2016January 5, 2017 in Uncategorized

Notes on Dead Companies Walking, by Scott Fearon

Buy the book here, if you’d like. (Not an affiliate link.) On failure:  “What I didn’t realize at the time was that living through that bust [oil in Texas, mid-1980s]… [Continue Reading]

Recent Posts

  • Notes on “Selling Short”, Kathryn Staley
  • Notes on “You & Your Research”, Richard Hamming
  • Notes on “The Peregrinations of an English Major Trying to Solve the Investment Puzzle”, Chuck Akre
  • Notes on “Why Foxes Are Better Forecasters Than Hedgehogs”, Phil Tetlock
  • Notes on Dear Chairman, by Jeff Gramm

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