1. Investing in the Unknown and Unknowable Richard Zeckhauser https://sites.hks.harvard.edu/fs/rzeckhau/InvestinginUnknownandUnknowable.pdf … 2. Understanding is a Poor Substitute for Convexity (ANTIFRAGILITY) Nassim Taleb https://www.edge.org/conversation/nassim_nicholas_taleb-understanding-is-a-poor-substitute-for-convexity-antifragility …
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3. Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation Michael Mauboussin https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&sourceid=em&document_id=1066439791&serialid=RojFyPPuyB52GjdsfOiNhlbEB2L63HISLZqSTpL1p48%3d … 4. What is Strategy? Michael Porter http://www.syv.pt/login/upload/userfiles/image/Reinventing%20Your%20business%20model%20HBR.pdf … 5. All Markets Are Not Created Equal Bill Gurleyhttp://abovethecrowd.com/2012/11/13/all-markets-are-not-created-equal-10-factors-to-consider-when-evaluating-digital-marketplaces/ …
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6. The Babe Ruth Effect Michael Mauboussin http://turtletrader.com/pdfs/babe-ruth.pdf … 7. The Mathematics of Gambling Ed Thorp http://www.edwardothorp.com/wp-content/uploads/2016/11/CheatingAtBlackjack.pdf … 8. What Is Complexity? Murray Gell-Mann http://www.complexity.martinsewell.com/Gell95.pdf
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9. The Value of Science Richard Feynman http://www.faculty.umassd.edu/j.wang/feynman.pdf … 10. Risk Revisited Howard Marks https://www.oaktreecapital.com/docs/default-source/memos/2014-09-03-risk-revisited.pdf?sfvrsn=2 … Yes, you would have made different choices. What are your favorite essays? Links please.
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More essays suggested by readers of the thread The Median Isn't the Message Stephen Jay Gould http://jonathantreasure.com/site/wp-content/uploads/The-Median-Isnt-The-Message.pdf … Invisible Asymtotes Eugene Wei https://www.eugenewei.com/blog/2018/5/21/invisible-asymptotes … (see also, Status as a Service) Aggregation Theory Ben Thompson https://stratechery.com/aggregation-theory/ … (also others)
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@trengriffin Do you see that influence changing from essays to podcasts? -
I read more than I listen still. But some people listen more now.
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A few ppl have mentioned it already and I ageee - Munger’s speech on worldly wisdom and mental models: http://csinvesting.org/wp-content/uploads/2014/05/Worldly-Wisdom-by-Munger.pdf …
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I may do a collection of speeches this weekend
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Four futures, how capitalism will end. Very relevant as we're talking about the AI disruption, basic income, etc.https://www.jacobinmag.com/2011/12/four-futures/ …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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