Opinion: On the Nature of Long-Term Holds In this week’s issue of Circle of Competence (#142) (highly recommended), one of the shared reads was a white-paper from the Yale School of Management, On the Nature of Long-Term Holds [of business investments].
3 Best Reads of This Week “One way to get a sense of the value capture ability of a marketplace is by measuring its take rate. Continue Reading →
The Psychology of Money The first book that I’ve finished this calendar year is Morgan Housel‘s, The Psychology of Money. Continue Reading →
Luck, Skill, Generosity and Hard Work It’s undeniable that our brains (and our egos) trick us to equating luck with skill. Continue Reading →