Influential Reads – January 2021

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January 2021

Well, that month is over.  It went about as well as expected.

Updated stats through January:

Read ArticlesBooks

Here are my most influential reads – in no particular order:

  1. Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? – “Many are just willing to clickautoinvest into stocks at any valuation level.”
  2. The office as we know it is over—and that’s a good thing – “According to a recent study by FlexJobs, 65% of newly remote workers don’t want to go back to the office.”
  3. Lessons From the Tech Bubble – “Unfortunately, the quip “it’s not a bubble if everyone says it is” just isn’t true. Investors were comparing the internet sector to tulip mania as early as mid-98. Bernstein held an entire conference on it in June 99!”
  4. Lunik: Inside the CIA’s audacious plot to steal a Soviet satellite – “The boastful Soviets had sent their Luna rockets on a world tour.”
  5. This Year I’m Not Setting Goals: I’m Creating Practices – “They are activities you choose to dedicate time to every single day or with a set frequency of your choice.”
  6. Bronte Capital Ganymede Fund Partner Letter December 2020 – “But “sold to naïve investors” is a basic tell.  This tell has not worked in 2020. Indeed, it is a way to lose considerable money as a shortseller.”
  7. You Should Be Recruiting Different Types of Leaders for Remote Teams – “Instead of valuing confidence and charisma, remote teams value leaders who are organised, productive and facilitate connections between colleagues.”
  8. A New Year is a Beautiful Fresh Start – “Start at One — this is one of my mantras this year.”
  9. Even the Best Investors Stink at Selling Stocks – “People who buy and sell stocks for a living aren’t just unskilled when it comes to selling—they’re the inverse of skilled.”
  10. A simple 2 x 2 for choices – “It’s useful to have a portfolio of projects, because not all of them are going to work.”

Note: This is based on when I read the article, not necessarily when it was first published.  Unfortunately, my backlog of things I would like to read always seems to dwarf the amount of time I can devote to reading.