This week’s links: 22/9/19

32 Thoughts from a 32 Year-Old – Ryan Holiday

Big Mistakes: The Best Investors and Their Worst Investments – Michael Batnick

Super interesting: the mistakes that shaped the investing careers of Warren Buffet, Bill Ackman, Chris Sacca, Jack Bogle, Mark Twain, John Maynard Keynes, and more.

Black Edge: The Story of Steven A. Cohen & SAC Capital – Sheelah Kolhatkar

Really great book on Steven Cohen and his fund SAC Capital, one of the greatest traders of all time, that mirrors the show Billions (or vice versa) in so many ways.

Saudi, Inc. – Ellen Wald

Talking to Strangers – Malcolm Gladwell

David Skok on the right SaaS metrics

Insights on VC Pricing – Aswath Damodaran. Looking at the IPO plans of Peloton, Uber and WeWork, you may notice unrealistically large addressable markets, dangerous governance structures, insufficient detail on their intended paths to profitability, and a variety of adjusted earnings metrics.

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