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Friday links: writing as a skill
Tadas Viskanta Abnormal Returns
Berkshire Hathaway Is Berkshire’s energy business still a growth engine moving forward? (bloomberg.com) You can’t talk Berkshire without talking about Apple ($AAPL). (wsj.com) Why Berkshire Hathaway ($BRK.A) should buy Boeing...
2 years ago
2 MIN READ
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Saturday links: being present
Tadas Viskanta Abnormal Returns
EVs Why automakers are boosting small vehicle production: price. (axios.com) What a year with a leased Ford ($F) Mach-E has been like. (wsj.com) A (fun) year with a Ford ($F) Mach-E. (charlotteledger.substack.com) What it’s like to charge an EV on...
1 year ago
5 MIN READ
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Podcast links: the solar revolution
Tadas Viskanta Abnormal Returns
Economy Paul Podolsky talks with Lev Borodovsky, creator of The Daily Shot. (paulpodolsky.substack.com) Tyler Cowen talks with Joseph Stiglitz, author of “The Road to Freedom: Economics and the Good Society.” (conversationswithtyler.com)...
1 year ago
2 MIN READ
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Research links: simple corporate events
Tadas Viskanta Abnormal Returns
Asset pricing The CAPM doesn’t work. Maybe this measure does. (klementoninvesting.substack.com) Brown stocks outperform green stocks. (alphaarchitect.com) Hedge funds Replicating multi-strategy hedge fund returns is kind of a...
1 year ago
1 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Father time is undefeated: on the impact of cognitive decline on financial outcomes. (abnormalreturns.com) Top clicks this week The S&P 500 is getting three new members. (reuters.com) We are in a ‘bear market...
1 year ago
1 MIN READ
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Friday links: a notable absence
Tadas Viskanta Abnormal Returns
Markets How have the market’s five largest stocks performed over the long run? (ft.com) When junky stocks take off, look out. (scheplick.com) Finance Home insurance rates are rising all over the country. (wsj.com) Why gate a fund that is up...
1 year ago
2 MIN READ
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Sunday links: what to trade
Tadas Viskanta Abnormal Returns
Markets How the rise of automated investing has changed the stock market. (awealthofcommonsense.com) When did the ‘degenerate economy’ really take hold? (howardlindzon.com) Crypto Mt Gox’s Bitcoins are in motion. (axios.com) Why...
1 year ago
2 MIN READ
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Research links: training and testing
Tadas Viskanta Abnormal Returns
Alternatives Pension plans could generate equivalent returns with low-cost, index investments. (crr.bc.edu) Equity funds with VC investments don’t outperform. (papers.ssrn.com) Just how big is the carried interest loophole. (papers.ssrn.com) 52...
1 year ago
1 MIN READ
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Saturday links: meaningful work
Tadas Viskanta Abnormal Returns
Autos GM ($GM) and Ford ($F) have taken different approaches to EVs. (nytimes.com) How to eliminate the stigma, and salvage the minivan. (whyisthisinteresting.substack.com) Transport This device is the equivalent of an ‘EV gas can.’...
1 year ago
4 MIN READ
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Sunday links: never ending uncertainty
Tadas Viskanta Abnormal Returns
Strategy Why you can safely ignore the public pronouncements of hedge fund managers. (awealthofcommonsense.com) Fingers crossed, uncertainty will decline next week. (tker.co) People confuse stocks and flows all the time. (capitalgains.thediff.co)...
1 year ago
3 MIN READ