Liberty

Q4: http://www.transdigm.com/phoenix.zhtml?c=196053&p=irol-newsArticle&ID=2243578

I stand corrected... Do you think the book is sufficiently encapsulated in CPG Grey's vidis? I haven't read the book, so I can't say for sure, but I'd guess that it goes into much more detail and give more real-world examples.

Lithuanians are funny:

I might be misreading what you wrote, but I just want to point out that the two video you link are produced by CPG Grey, who's not involved with writing the book (he has many other videos on other topics on his channel, I recommend you check them out). He did use it as research material for these videos and he recommends the book at the end, though.

Visa Q4: http://investor.visa.com/news/news-details/2017/Visa-Inc-Reports-Strong-Fiscal-First-Quarter-2017-Results/default.aspx

AMZN Q4: http://phx.corporate-ir.net/phoenix.zhtml?c=97664&p=irol-newsArticle&ID=2241835

SIRI Q4: http://s2.q4cdn.com/835250846/files/doc_news/SiriusXM-Reports-Fourth-Quarter-and-Full-Year-2016-Results.pdf

Wow, and that had a zero percent chance of happening! Is that what they call a black swan? :-X

New Yorker piece: http://www.newyorker.com/business/currency/becoming-warren-buffett-the-man-not-the-investor

I saw it and liked it. I mostly watched it for the human aspects of it, as I don't think there's much new left to be said about the business side for someone who's been in the spotlight so long. I thought it was nice to see a lot of the stuff that I had read about in the Snowball. Overall I thought it was good. My wife watched part of it too, and it was a good introduction to parts of the story for her, and she said that she recognized a bunch of stuff that I had told her about too.

If it's fake: Kudos to him for committing to the performance so much. If it's not fake: It's one more example of what we frequently hear about lottery winners losing all their money within a few years.

Hey, I know many of you know of RationalWalk.com The author (@rationalwalk on Twitter) has started a new website that is more about personal finance: http://www.spartanspendthrift.com/ Thought you might enjoy it. Cheers!

Indeed, very inspiring.

I don't know, I didn't keep track, and I read a few other things in parallel. It's not super long.

This isn't about investing, but there's a lot about running an effective company culture, what good management is, how bureaucracy and inefficiencies can creep in, etc. It's the memoirs of an engineer, who eventually became the boss, as Lockheed's Skunk Works secret R&D lab. Among other things, they created the U2 spy plane, the F117A stealth plane, the SR-71 Blackbird recon plane (Mach 3 at 85,000 feet!), and other cool stuff (a stealth ship, more recently the F22). I really enjoyed it. Gave it an "A" in my own rankings. If you enjoy aerospace stuff it's a must, full of good anecdotes about both operations sorties and engineering problem-solving. https://www.amazon.com/Skunk-Works-Personal-Memoir-Lockheed-ebook/dp/B00A2DIW3C

More details: https://www.bloomberg.com/news/articles/2017-01-26/verizon-exploring-combination-with-charter-wsj-reports Looks like Maffei was approached, but not CHTR directly, and they're looking at multiple deals, but this might be the one that makes the most sense..

Verizon apparently looking at a merger with CHTR: http://www.wsj.com/articles/verizon-is-exploring-combination-with-cable-firm-charter-communications-1485439901

Thorp's book here: http://www.cornerofberkshireandfairfax.ca/forum/books/a-man-for-all-markets-ed-thorp/

'With An Eye On Google, Amazon Wades Deeper Into Paid Search And Ecommerce Marketing' https://adexchanger.com/ad-exchange-news/eye-google-amazon-wades-deeper-paid-search-ecommerce-marketing/

Coming out January 24. Seems like this has a good chance of being really interesting. There was a fair bit about Thorp in Fortune's Formula (by William Poundstone), and it was quite interesting IMO. https://www.amazon.com/Man-All-Markets-Street-Dealer/dp/1400067960/

http://nypost.com/2017/01/22/amazons-next-frontier-to-conquer-auto-parts/

Andrew Left has a short report on TDG: http://www.citronresearch.com/wp-content/uploads/2017/01/TDG-final-a.pdf

Those of you into programming should probably check out the latest episode of the ATP podcast with guest Chris Lattner: http://atp.fm/episodes/205

Glad you are liking it. The best part is yet to come.

Skin care biz sold to L'Oreal for $1.3bn. https://finance.yahoo.com/news/valeant-sell-cerave-acnefree-ambi-081700774.html