Thursdays are all about longform links here at Abnormal Returns. You can check out last week’s links including a look at who buys legal weed.
Quote of the Day
"A good investment process demands good supporting evidence. But there is no substitute for good examination and analysis of the available evidence as well as good interpretations of that evidence to come up with the best possible iteration of the truth. Information (evidence) is cheap. Meaning is expensive. Insight – that’s priceless.."
(Robert Seawright)
Longform
- Ten attributes of great fundamental investors from Michael Mauboussin (doc.research-and-analytics.csfb.com)
- Seven lessons from Seth Klarman. (thewaiterspad.com)
- Wal-Mart ($WMT) is falling way behind Amazon ($AMZN) online. (stratechery.com)
- Apple ($AAPL) is playing the long game. (fastcompany.com)
- Think tank or corporate shill: you may the call. (nytimes.com)
- Silicon Valley is now defining interior aesthetics not just tech. (theverge.com)
- Trends in voter turnout throughout the US. (priceonomics.com)
- The US is experiencing a historic hurricane drought. (washingtonpost.com)
- A profile of James Altucher and his one bag of stuff. (nytimes.com)
Entertainment
- Three insights from "Impro: Improvisation and the Theatre." (investorfieldguide.com)
- This 9/11-inspired spec Seinfeld script is "insane and incredible." (splitsider.com)
- How does an independent record store survive these days? (pitchfork.com)
