Old School Value Nugget Fest (May 3rd Edition)

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What We’re Reading in the Media

Markets & Investing


Company & Strategy Analysis

  • Uber Questions (Stratechery)
    Uber as a parody of startup culture: Cliche 1 – “We only need to get a small share of this very large market” Cliche 2 – “Skate to where the puck will be, not where it is.”

Behavioral Finance

  • Changing behavior takes a long time (Abnormal Returns)
    “Humans do change behavior over time, whether it be through necessity or choice. Generational transitions obviously play a big role in this, but there is hope that we can change, for the better, our actions.”
  • Behavioral economics reading list (Farnam Street)
    This is a huge list and we’re not advocating that busy OSV subscribers SHOULD read all of them. Here’s what the FS folks are suggesting: “If you only want to read a few, check out the first three which will give you a firm introduction to everything you need to know.”


Quote of the Week

Image of the week

h/t Collaborative Fund

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