Author Archives: blindspeculator

Thoughts on Better by Atul Gawande

Recently I have begun to engage with a broad range of New Yorker writers to further stimulate my pursuit of knowledge (of self and of the world). Atul Gawande has been one of those writers who has really pushed me … Continue reading

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Pat Dorsey – Competitive Advantages

Dorsey’s ability as a fund manager has yet to be seen, but found his talks very interesting and worth watching.

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Great Videos to watch

This first one is Paulson at the Delivering Alpha conference: http://video.cnbc.com/gallery/?video=3000306454#.

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Seth Klarman on Idea Generation and Buying/Selling

Klarman talking to Jason Zweig On Buying and Selling: We enter every trade with the idea that we are going to hold to maturity in the case of a bond and for a really long time, potentially forever, in the … Continue reading

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When to buy? When to sell? Peter Lynch Explains

From a PBS Interview with Peter Lynch: “Well, I remember in my career you’d say to somebody you worked in the investment business. They’d say, “That’s interesting. Do you sail? What do you think of the Celtics?” I mean it … Continue reading

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How to Learn About Business – The Warren Buffett Edition

Audience: If you were 23 years old, in what non-tech industry would you start a business today and why? Buffett: I would probably do what I did when I was 23 years old. I would look at a lot of … Continue reading

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Reflection On My Framework

Yesterday, I had the fortune of being on the negative end of a price movement in one of my positions after an earnings call. It was only about a 10% swing after hours, but it was enough to make me … Continue reading

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