Life is short, Value fund underperformance, Acquisitions, Psychological denial, Damodaran on NVIDIA, Grove's escape, GM in 1920 ...
Lies and Deception, Damodaran on Inflation, David Gottesman, Apple Hedges on China, Excessive Optimization, Trader Joe's ...
Thought Experiments, TIPS, Adler on Reading, Time is Running Short, Ellington's Gift to the Queen, Thomas Jefferson's Travel Guide ...
In this series, we suggest worthwhile reading material on a variety of topics, not all of which are directly related to investing.   Is Value Investing Broken? - Gannon on Investing, November 9, 2016.  Geoff Gannon argues that value investing is ...