What We're Reading ~ Analytical Links 3/26/14 ~ market folly

Wednesday, March 26, 2014

What We're Reading ~ Analytical Links 3/26/14

You need an investing system [Oddball Stocks]

On DirecTV and the future of TV/cable/internet and discussion in comments [BrooklynInvestor]

Margin by any other name [Abnormal Returns]

In investing, know the why [Micro Fundy]

New investing strategy: talk your book [Bloomberg View]

Going beyond fundamentals to make fundamental investing work [Institutional Investor]

Google's Larry Page interviewed by Charlie Rose [AVC]

On the cost of cash [Tufts]

On Tencent vs Alibaba [Tech in Asia]

On Masayoshi Son's Sprint turnaround [WSJ]

Debt crisis nears tipping point [Salon]

Can the Bloomberg terminal be toppled? [Term Sheet]

Slumping fertility rates in developing countries spark labor worries [WSJ]

The search for the next platform [AVC]

Echoes of 2000? Companies rush to list shares while the market is hot [WSJ]


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