Sanjay Bakshi - Bayesian thinking piece - Must Read
The most recent Howard Marks memo
Recent podcast of Julia Gatlef on Phil Tetlock's Superforecasting book - great site and Julia has some very good videos on youtube for understanding cognitive functions and scientific stuff.
After Amazon's recent earnings result I found re-reading this great post on their business model
And of course, Andrew Left of Citron Research on Valeant - this is a good introduction for anyone who, like me, has zero knowledge of the biotech world
No comments:
Post a Comment