Saturday links: hunting goodwill

Today’s linkfest is a bit of a catch-up for the holiday week. We hope you enjoy the rest of the holiday week.


What’s goodwill again?  (The Epicurean Dealmaker)

John Hempton’s writing on Focus Media Holding ($FMCN) is a short course in equity analysis.  (the research puzzle)

Another look at the unconventional deal that is Leucadia National ($LUK) and Jefferies Group ($JEF).  (Brooklyn Investor)

Robert Seawright, “As investors — as people — we are prone to the same types of foibles, obsessions and foolishness as lunatic sports fans…”  (Above the Market)

Big trends

How Baby Boomers will change the financial markets.  (Institutional Investor)

What are the really long investing term consequences of global warming.  (Above the Market)

Financial media

A great interview with Bill McBride of Calculated Risk.  (Money Game)

How to read financial news.  (Motley Fool)


Why is housing such a popular investment?  (voxEU)

Why we build fiscal cliffs.  (Justin Fox)

A big shift in the global economy.  (Fortune)

Why the share of $100 bills has been going up for 40 years.  (Quartz)


The App Economy is easy to get into, making money is the hard part.  (NYTimes also The Atlantic, Digitopoly)

What it’s really like to be an entrepreneur in today’s economy.  (Both Sides of the Table)

How well does Google Fiber work? Apparently pretty well.  (SAI)

Hedge funds

A look back at when hedge funds were still in their infancy.  (Fortune)

A London Sohn Conference recap.  (FT Alphaville)


David A Shaywitz, “Knowledge, then, is less a canon than a consensus in a state of constant disruption.” from a review of Samuel Arbesman’s The Half-Life of Facts. (WSJ)

A Q&A with Michael Mauboussin author of The Success Equation: Untangling Skill and Luck in Business, Sports and Investing .  (Wired)

Why Gary Gorton’s Misunderstanding Financial Crises: Why We Don’t See Them Coming is an important read.  (Capital Spectator)

Inside the life of the ‘father of fractals’ Benoit Mandelbrot. Stephen Wolfram reviews The Fractalist: Memoir of a Scientific Maverick.  (WSJ)

Business school

Should you go to B-school?   (Points and Figures)

The best business schools 2012.  (Businessweek)

Mixed media

Four star generals are treated like rock stars by the military.  (WashingtonPost)

The hard life of an NFL long shot.  (NYTimes)

Are real life Hawaiian real estate deal like one seen in The Descendants.  (WSJ)

The peculiar appeal of bone marrow.  (The Daily Beast)

Thanks for checking in with Abnormal Returns. You can follow us on StockTwits and Twitter.

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to If you click on my links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus
  • Tadas ViskantaAbnormal Returns has over its seven-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More »

  • StockTwits Follow Abnormal Returns on StockTwits Follow Abnormal Returns on Twitter Follow StockTwits on Facebook Subscribe to Abnormal Returns RSS via Email Subscribe to Abnormal Returns RSS
  • Recent Posts

  • Archives

  • Join StockTwits
  • Get Updates!

    100% Privacy. We don't spam.