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]
Author: SmellCap
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]
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]
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]
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]
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]
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]