Review: Valley of the Gods: A Silicon Valley Story by Alexandra Wolfe tracks both the absurdity and vision of today’s Silicon Valley. (USA Today)

Quote of the Day

"Many critical investment questions cannot be solved by math. And devoting too much attention to matters quantitative, while giving insufficient attention to issues such as judgment and data quality, can be outright harmful to portfolio results."

(John Rekenthaler)

Chart of the Day

Andrew Left has a new short target: TransDigm ($TDG).