Review: Concentrated Investing: Strategies of the World’s Greatest Concentrated Investors by Allen C. Benello, Michael van Biema, and Tobias E. Carlisle is “a valuable addition to any active investor’s library.” (CFA Institute)
Quote of the Day
"The Washington Post is good at fueling anti-Trump sentiment. Amazon is good at taking a bite out of every segment of the consumer economy. Both might be too good for their own good."
(Josh Brown)
Markets
- Why aren't European stocks doing even better? (themacrotourist.com)
- When do we need to worry about the declining slope of the yield curve? (capitalspectator.com)
Strategy
- Seriously, stop obsessing about dividends. (mebfaber.com)
- How to use macroeconomics as an investing tool. (pragcap.com)
Offers
- J.D. Vance's bestselling "Hillbilly Elegy" is currently just $4.99 for the Kindle. (amazon.com)
- Buy 2 Amazon Echo devices, save $100 with the promo code 'ECHO2PACK.' (amazon.com)
- Want a fresh, new Kindle? Trade-in your old one and get an Amazon gift card and $20 bonus off a new Kindle. (amazon.com)
- Start a free-trial to Amazon.com and get two free books like "The Captain Class: The Hidden Force That Creates the World's Greatest Teams" by Sam Walker. (amazon.com)
Apple
- The Apple ($AAPL) Macbook vs. iPad Pro: it depends. (daringfireball.net)
- Apple ($AAPL) is the latest company to hook up with a rental car company to help test self-driving cars. (bloomberg.com)
- The iPhone revolution is about more than just Apple ($AAPL). (theverge.com)
- How has Apple's ($AAPL) culture changed ten years into the iPhone era? (mondaynote.com)
Phones
- In ten years your phone won't be a phone. (wsj.com)
- Your phone is making you unhappy. (fastcompany.com)
- Your phone is making you dumber. (qz.com)
Finance
- The Blue Apron IPO is on sale. (dealbreaker.com)
- Why publicly traded Uber shares would tell us a lot more about the company's condition. (bloomberg.com)
Funds
Membership
Earlier on Abnormal Returns
- Personal finance links: imagination vs. willpower. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Happy warriors and the practice of realistic optimism. (abnormalreturns.com)
- Rest, reassess and re-focus: on the importance of doing nothing. (abnormalreturns.com)
- Bubble talk is cheap. Easy answers priceless. (abnormalreturns.com)
