Readings By Vthibault

vendredi 18 mars 2016

how maritime insurance built ancient rome

http://priceonomics.com/how-maritime-insurance-built-ancient-rome/
Vincent à 14:48 Aucun commentaire:
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mercredi 16 mars 2016

John Malone: ‘Cable Cowboy’ Faces the Test in Rounding Up the Right Mix of Assets

http://variety.com/2016/tv/features/john-malone-liberty-media-charter-communications-1201729414/?curator=MediaREDEF
Vincent à 08:34 Aucun commentaire:
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lundi 14 mars 2016

stock you should not own

http://osam.com/pdf/Commentary_StocksYouShouldntOwn_Jan-2016.pdf

outperforming by avoiding the low quality stuff
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jeudi 10 mars 2016

why low oil price are good for the american economy

https://www.scribd.com/fullscreen/301250188?access_key=key-BT8y8UPDxzfvJSRxIC7n&allow_share=true&escape=false&view_mode=scroll
warrend buffet interview page 8
the reason the pain is felt is that capital value disapear faster then the low price dividend
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we don't pay enough for tranportation

https://transportationist.org/2014/08/04/we-dont-pay-enough-for-transportation/

a good exemple of society at large failing to consider the opportunity cost
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