The dangers of models
Less than 24h after publishing our rant on Economic models (it’s the first story there), we get John Kay’s brilliant piece in our inbox – “A wise man knows one thing – the limits of his knowledge” –...
View ArticleDLD Conference 2012
DLD 2012 has started today in Munich and runs until Jan. 24th. In it, people as diverse as Sheryl Sandberg, Arianna Huffington, the Dyson family (Freeman, Esther and George Dyson) and Hiroshi Mikitani...
View ArticleBoundaries of knowledge
What does an article about the fringes of Physics – that “unexplored territory where truth and fantasy are not yet disentangled” – have to do with investing? Not much, but that’s OK for this blog as...
View ArticleFalse metrics
Recurring themes in Buysiders.com: skepticism, intellectual honesty, independent thinking and so on. Much easier said than done, of course, especially for one who writes about it. It’s easy to fall...
View ArticleReader-suggested: self-control and success
I love getting reader suggestions, this one via LinkedIn and a first from this reader. Given the quality of the article, I hope for many more. His recommendation is an 2009 article by Jonah Lehrer at...
View ArticleMore on spotting liars
Almost two years ago I posted about spotting lying CEOs, which was a reader suggestion. Now the same reader (keep’em coming!) has sent me an article from the CFA Institute, based on the same research...
View ArticleAndrew Ross Sorkin’s book list
Pretty good book list by Dealbook editor Andrew Ross Sorkin. At this rate, if you have read even 20% of the books I’ve posted here (indirectly) in “reading list” posts, I can say you are a better...
View ArticleNote-taking, paying attention and interaction
It may seem like a strange topic to get Buysiders.com rolling again, but it feels good to start writing and this subject really caught my attention as an analyst attending several events every year....
View ArticleFeynman, always Feynman
I apologize for getting repetitive at times, but this is the number one issue at my mind at any given time: how do I know if and when I know something? How to distinguish superficial from deep...
View ArticleScientific “truth” under the spotlight
Analyzing an equity investment for the long term is, or at least many of us would like to consider it, analogous to establishing hypotheses and searching for evidence or data that either supports or...
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