“The absolute best buying opportunities come when asset holders are forced to sell, and in those crises they were present in large numbers” Howard Marks.
Author Archives: Peter Sullivan
Finance Youtube channels
Youtube is the new TV. I consume more Youtube’s videos than TV real-time programs, glad to be a millennial ;). I wanna to share my favorite Youtube channels. I subscribe to all of them and follow every week. Mergers & Inquisitions Buffettology Chicago Booth Review wonkmonk Financial Times Investors Archive Aswath Damodaran Columbia SIPA
Tesla: love it or hate it.
Yesterday I tweet this video, professor Damodaran published a Youtube video talking about Tesla. I forgot to publish it here, I am a big fan of Damodara’s videos. Also, his blog is a must-follow finance page and everyone need to check it out every two weeks.
Are markets efficient?
42 minutes. 2 geniuses. 1 moderator. Chicago Booth Review. Great talk. So, are markets efficient?
Brexit: a few links.
Brexit is coming. Yesterday, Theresa May took place in Downing Street. One of the first movement she took was to point out Boris Johson as foreign secretary. Mr. Johson has been a very active Brexit leader. In relation to the Brexit situation, the mother of all questions is: How Europe will be affected by theContinue reading “Brexit: a few links.”
Quality of Earnings | Google Talk
The Second Machine Age at Google Talks
Software is eating the world. In this Google Talk the two authors of the book “The Second Machine Learning” explain his view about the future of jobs. The Q&A is largest than the author’s talk, this is a good conversation between Googles’ employees. Book |
Interview With Burt Malkiel: Masters in Business
Great interview with Burt Malkiel. The author of one of the most primer read about index investing. A long interview talking about betas, index funds, alphas, Warren Buffett, etc. Interview.
Buffett’s commonsense investment rules.
Buffett's commonsense investment rules. #valueinvesting #value #warrenbuffett pic.twitter.com/7gl2VkC97L — Peter Sullivan (@saetacapital) June 8, 2016
Internet Trends 2016: slides
Every year the company KPCB publishes an Internet Trends report. A .ppt document with updated information and data about global Internet trends, e-commerce, advertising, communication, security and data. More than 200 slides free and updated. Recently, Mary Meeker, partner, at KPCB and former Managing Director at Morgan Stanley presented the report in Code Conference 2016.Continue reading “Internet Trends 2016: slides”
