Modern Monopolies: What It Takes to Dominate the 21st Century [Alex Moazed]
How moats make a difference [Intrinsic Investing]
Boyar Research's thesis on QVC and Madison Square Garden [Barrons]
Autonomous cars and second order consequences [Benedict Evans]
The hardest question in portfolio management [A Wealth of Common Sense]
Diversification, adaptation, and stock market valuations [Philosophical Economics]
Noise: how to overcome the high, hidden cost of inconsistent decisions [Harvard Biz Review]
How Domino's built a $9 billion empire [Bloomberg]
How do winning consumer goods companies capture growth? [McKinsey]
Airlines make more money selling miles than seats [Bloomberg]
At Blackrock, machines are rising over managers to pick stocks [NYTimes]
What's next for malls? [Fashionista]
Andrew Ng on what AI can and can't do [Harvard Business Review]
Margin debt hit all time high in February [WSJ]
The 1% rule: why a few people get most of the rewards [James Clear]
Wednesday, April 5, 2017
What We're Reading ~ 4/5/17
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