Readings By Vthibault: 2017

I have two twin boys heading into kindergarten this year.
I’m always thinking about what education will be like for them over the next 10 to 20 years as artificial intelligence, virtual reality, and global connectivity change the way we access and manipulate knowledge.
Will college even exist in the next 10 to 20 years?
Will it be relevant?
I live two blocks from my children's school, and when I am in town, one of my most precious moments is walking them to school in the morning.
During the walk, I ask them what questions they have of me. The topics range from plants to black holes.
I relish and admire their questions.
When I drop them off, the last thing I say to them is, “Ask good questions today.”
Why? We are heading toward a world of a trillion sensors and ubiquitous AI -- a world where, a decade from now, we will all have some variant of JARVIS from Iron Man.
In that world, you’ll be able to know anything you want, anytime you want. So the quality of the questions you learn to ask will be more important than memorized knowledge.
In my humble opinion, helping your kids to think critically and to ask great questions is the most important lesson you can teach them.

samedi 25 mars 2017

interesting info on the market

https://pbs.twimg.com/media/C7x6y4XXkAAEpgZ.jpg:large

dimanche 5 mars 2017

samper augustus annual letter

http://www.semperaugustus.com/2016-sai-letter--sympathy-for-the-dog-old-challenging-dogma-death-of-the-profit-margin-and-a-brief-berkshire-reduxpdf/

Return on total invested capital & price are the important variable

mardi 21 février 2017

confirmation of my conversation with charlie munger

founder led cie outperform

http://www.marketwatch.com/story/should-you-favor-companies-run-by-their-founders-2017-02-21