Good Reads, etc. (Sept 1st – 15th)

Below is a random collection of articles, videos, links, podcasts or whatever  I thought was interesting from the first couple weeks of September.  I tried to give credit to whoever originally shared, but was unable to remember some.

Articles

Craft Beer is Going Flat [Harding Loevner]  h/t @BluegrassCap craft-beer-acq_hl-wm

 

 

 

 

As Amazon Pushes Forward With Robots, Workers Find New Roles [NYTimes]

Amazon’s surprise plan for HQ2 is a bold experiment [Seattle Times]  h/t @EddyElfenbein

Ferrari Bets Racetrack Wins Will Lead to Showroom Sales (RACE) [WSJ]

Tom Russo: Nestlé: A “Bond” and a “Venture Capital Fund” [MOIglobal.com]tom-russo-dramatic-bw-1024x1024.jpg

 

 

 

 

 

Phil Ordway: A Thesis on the U.S. Airline Industry  [MOIglobal.com]

A Requiem for Florida, the Paradise That Should Never Have Been  [Politico.com]  h/t @valuefinder0525

Klarman’s Baupost Plans to Return Some Investor Money  [Bloomberg.com]

Bridgewater’s Ray Dalio Dives Deeper Into the ‘Principles’ of Tough Love  [NYTimes]05DB-SORKIN-3-articleLarge.jpg

 

 

 

 

 

Bridgewater’s Ray Dalio Spreads His Gospel of ‘Radical Transparency’  [NYTimes]

Disney Plots Streaming, From ‘Star Wars’ and Marvel to Pay-Per-Sports  [NYTimes]

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The $4-Billion Regular Guy : Junk Bonds, No. Greenmail, Never. Warren Buffett Invests Money the Old-Fashioned Way.  [LA Times] h/t @JohnHuber72

Sequoia Fund: An epic winning streak on Wall Street — then one ugly loss  [WaPo]

What Would a Healthy Music Streaming Business Look Like?  (SIRI, LSXMA) [25iq.com] h/t @trengriffin & @patrick_oshag 

A Science-Backed Guide to Taking Truly Restful Breaks  [99u.com] h/t @ChrisPavesefinal

 

 

 

 

 

 

We need to stop pretending that the autonomous car is imminent [Recode.net]  h/t @GreenhavenRoad

See’s Candies finds that brick-and-mortar stores are still a sweet spot [LA Times]  h/t @trengriffin

la-1502824417-hmx57jvymt-snap-image

 

 

 

 

 

 

How Kirkland Signature Became One of Costco’s Biggest Success Stories  [WSJ]

Cadillac, After Years of Struggle, Has Found Its Sweet Spot: China  [WSJ]BN-UV526_0825CA_P_20170827095730

 

 

LaCroix Fizzy Water Is Everyone’s Favorite. Nobody Knows What’s In It  [WSJ]

THE LESSONS AND QUESTIONS OF THE IPHONE X AND THE IPHONE 8  [Stratechery]

The Brooklyn Investor: Bitcoin, Marks  [Brooklyn Investor Blog]

 

PDFs

An Interview w/ Alex Roepers  [Capitalize for Kids]  

Howard Marks Memo: Yet Again?  [Oaktree Captal]

F1 Investor Presentation (FWONA)  [Liberty Media] h/t @FrancoOlivera

Time to Change Your Investment Model  [CFA Institution] h/t @trengriffin

Stick to the Fundamentals and Discover Your Peers  [CFA Institution] 

Searching for Real Earnings: Practical Suggestions  [CFA Institution]

Indian Coffee Can Portfolio [Ambit Capital]  h/t @chriswmayer

Videos

Ray Dalio:  How to Build a Company Where the Best Ideas Win (16:32)  [TED Talks]

Perfect Smoked Pork Shoulder (3:00) [Weber.com]

Podcasts

Pat Dorsey- Buying Companies w/ Economic Moats  [Invest Like the Best]

David Gardner- Finding Companies That Break the Rules  [Invest Like the Best]

Richard Lawrence – Compounding in Asia  [Capital Allocators]

Tom Russo- Buy and Hold…and then What [Capital Allocators]

Mastermind Discussion w/ John Huber discussing Tencent  [The Investors Podcast]

Curb Your Enthusiasm / The Lesser Muffin Episode 1 [Origins with James Andrew Miller]

 

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