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Month: December 2016

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

by SmellCap on December 24, 2016December 24, 2016

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

by SmellCap on December 2, 2016January 5, 2017

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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