Stalwarts:
by Nassim Taleb
Initial Discussion: July 6, 2012
Posts: Solon's Warning...More Thoughts On Success and Failure
Inefficient Markets: An Introduction to Behavioral Finance
by Andrei Shleifer
Initial Discussion: February 17, 2012
Posts: The Shleifer Effect Watchlist, Aeropostale (ARO): Part Three - A Behavioral Finance Case Study
Books Discussed (In Alphabetical Order)
by Marc Benioff (and Carlye Adler)
Initial Discussion: May 23, 2012
Post: CEO Philosophy On Stock Price: Amazon and salesforce.com
The Big Short: Inside the Doomsday Machine
by Michael Lewis
Initial Discussion: May 18, 2012
Post: Greenblatt vs. Burry: Even Value Investors Disagree
The Big Switch: Rewiring the World From Edison to Google
by Nicholas Carr
Initial Discussion: May 21, 2012
Post: Confirmation Marketplaces and Ideological Amplification
Built From Scratch: How a Couple of Regular Guys Built the Home Depot From Nothing to $30 Billion
by Bernie Marcus & Arthur Blank
Initial Discussion: May 25, 2012
Posts: CEO Philosophy On Stock Price: Home Depot, Pricing Power Part II: Lowering Price As Competitive Advantage, Amazon (AMZN): Playing Offense or Defense? Part C. Content for Prime Members
The Great A&P and the Struggle for Small Business in America
by Marc Levinson
Initial Discussion: July 28, 2011
Posts: Pricing Power Part II: Lowering Price As Competitive Advantage, Walmart (WMT): Part Three - Benefits of Parsimony, the Right Premise & Indoctrination
My Losing Season
by Pat Conroy
Initial Discussion: May 4, 2012
Posts: Whom Does Management Serve?
by Sam Walton and John Huey
Initial Discussion: July 28, 2011
Posts: Pricing Power Part II: Lowering Price As Competitive Advantage, Walmart (WMT): Part Three - Benefits of Parsimony, the Right Premise & Indoctrination
Seeking Wisdom: From Darwin to Munger
by Peter Bevelin
Initial Discussion: May 18, 2012
Post: What Would You Buy If Price Didn't Matter?
The Wal-Mart Effect
by Charles Fishman
Initial Discussion: July 28, 201
Post: Pricing Power Part II: Lowering Price as Competitive Advantage, Walmart (WMT): Part Three - Benefits of Parsimony, the Right Premise & Indoctrination
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