Saturdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at why the Big Four tech companies are so immune from disruption.
Investing
- Jim O'Shaughnessy outlines his investment philosophy in s series of tweets. (twitter.com)
- Why many investment strategies will get upended in an era of rising interest rates. (epsilontheory.com)
- The Spring 2018 edition of the Graham & Doddsville newsletter from Columbia University with items on Bruce Greenwald and Michael Mauboussin. (heilbrunncenter.org)
PE
- How to acquire your first (smallish) company. (adventur.es)
- An in-depth look at the private equity-fueled decline of Univision. (specialprojectsdesk.com)
Eyeglasses
- How Luxottica came to dominate the global eyeglass market. (theguardian.com)
- Want to change the lives of millions of people worldwide? Buy them eyeglasses. (nytimes.com)
Longform
- A bunch of life, business and investing lessons from Quincy Jones. (25iq.com)
- An interview with Jony Ive about the genesis and evolution of the Apple ($AAPL) Watch. (hodinkee.com)
- The road to a cashless society is paved with potholes. (ft.com)
- What is the 'intellectual dark web' and what it says about the state of debate today. (nytimes.com)
- A look at the research being done using ketamine to treat depression. (wired.com)
- How Washington DC became a "cool city." (washingtonpost.com)
- The ultimate guide to better decision making. (fs.blog)
