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Monthly Archives: October 2009

Ranking the Real-Time, User-Generated, Web

Eric Schmidt, CEO of Google, was recently interviewed at Gartner Symposium/ITxpo Orlando 2009, which is essentially a tech conference for CIO’s and IT directors. While there, he spoke about what he thinks the Web will look like in 5 years. Two comments that he made really stood out to me: 1. “We can index real-time [...]

Against “Moneyball”

Buzz Bissinger argues that Michael Lewis’ famous book “Moneyball,” which scrutinizes MLB’s Oakland A’s general manager Billy Beane’s unique way of finding and exploiting market inefficiencies, and buying this value at a discount, is wrong. Bissinger points out that the four teams in this year’s AL and NL championship series’ had a combined payroll of [...]

Pmarca: The Only Thing That Matters [In a New Startup]

Someone has re-posted the contents of Marc Andreessen’s blog (He deleted most of it awhile back.) One of my favorite posts is Pmarca’s Guide to Startups, part 4: The Only Thing That Matters. You can find Marc’s recovered/re-posted blog (no guarantees it stays up and this link works in the future) here. You can find [...]

Saving is Earning

A little while ago, I was talking to someone about investing. We’ll call him Bob. Bob told me he had been given a small (relatively speaking) sum of money. If I remember correctly, it was about $20,000. Bob is getting married soon (Summer of 2010) and this money was given to him (and to his [...]

Glenn Greenberg, Chieftain Capital Management

I just came across an article, (it’s a bit dated — 2005), which highlights a speech given by Mr. Greenberg at Wharton. Almost immediately, his investment strategy reminded me of Warren Buffett’s of Berkshire Hathaway. In fact, I came across Greenberg’s name as I was reading his introduction to Part V of Security Analysis, by [...]

Defining “Investing”

In Warren Buffett’s 1999 article for Fortune Magazine, “Mr. Buffett on the Stock Market…,” with Carol Loomis, Warren discusses the term investing very early on in the piece: “Let’s start by defining ‘investing.’ The definition is simple but often forgotten: Investing is laying out money now to get more money back in the future–more money [...]

Art of The Long View: Media Company of 2020

Art of The Long View: Media Company of 2020 (video), which is a discussion between professor Jonathan Taplin, Peter Chernin (former President and COO of News Corp.), and Gordon Crawford (managing director of The Capital Group), is an excellent video. The description of the video on YouTube says: “This conversation will attempt to understand the [...]

Talent, Luck, and Hard Work

These three words (among others, such as, desire and determination) are often debated in terms of their relevance to success. Here are some readings that I found particularly interesting (I plan on adding to the list periodically) on the subject of “success”: -Fortune article: Why Talent is Overrated -Boston.com article: The Truth About Grit -Marc [...]