Nassim Nicholas Taleb has authored three books, but The Black Swan is the best (one of the best books I ever read), and is required reading for all Value Walk readers. Taleb recently spoke at Cambridge. Nassim spoke on “Neomania and the Procrustean Bed of Technology”, in which he considers the organic evolution of true innovation as opposed to the neomaniac obsessive consumption of new technologies, the vast majority of which are neither memorable, nor have longevity. He goes on to consider how the organic process of innovation has been undermined by statist reactions to the financial crisis and the implications this has for our susceptibility to future financial strife.
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More