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Pershing Square 2014 Q1 & Q2 investor letter

http://www.scribd.com/doc/236709633/Pershing-Sqr-1Q-2Q-2014-Investor-Letter-1…

There is no bubble

The b-word is probably the most overused one to describe the market these days. Today, the New York Times published yet another article on the topic of valuation. A few points that the author missed: Airbnb is not publicly traded, thus its valuation says nothing about the stock market. The…

Larry Page: Where’s Google going next?

"The main thing that has caused companies to fail, in my view, is that they missed the future" …

Stanford Shareholder Activism Series

Session 1: Activist Investing: Background, Impact and the Players Session 2: Non-contested situations in activism and behind-the-scenes influence Session 3: Contested Situations: Proxy Fights, PR wars and activist defense …

Why Diamonds are a bad store of value

There are many theories on why diamonds are not good as a store of value, many of them involve the De Beers cartel, Rothschild family etc. I think the answer is much simpler. From Tiffany & Co's income statement, every $1000 worth of diamonds sold to customers only cost Tiffany…

Tesla v. car makers

Is just like Apple v. phone manufacturers in the early days of the iPhone. Companies like Motorola, Nokia, and Sony Ericsson were experts at making complicated things cheaply, just like the legacy car makers of today, i.e., Toyota, General Motors, Ford etc. On the other hand, Apple was less…

Andreessen 360

Marc Andreessen (I highly recommend everyone to follow on Twitter) posted a series of tweets this afternoon about his theory on public company shareholder base, which is highly interesting. At any given time, public co's shareholder base consists entirely of one of: growth investors, value investors, arbitrageurs, or…

When pharma learns sales tactic from street drug dealers

Illegal street drug dealers would often give the first dose of a drug free-of-charge to customers even though they cannot afford the drugs in the long term, then sit back and watch the same customers going to them time and again for their products. This business model has worked for…

Art on the Internet

It's a shame that I discovered the Humans of New York project only very recently. The Tumblr micro-blog features portraits and interviews in New York City. Every person has her unique story - sometimes happy, sometimes sad, sometimes gets you thinking about life. There are also numerous projects inspired by…