By Athenarium / Posted on28/02/2022 The Intelligent Investor — Benjamin Graham on Fallibility, Competition, and the Margin of Safety Revisiting a classic tenet in investment theory and security analysis.
By Athenarium / Posted on14/02/2022 Principle of Reflexivity — George Soros on Fallibility, Feedback, and Super Bubbles Fallibility, reflexivity, and uncertainty, and what they mean for markets and theory.
By Athenarium / Posted on19/01/2022 On the Impossibility of Informationally Efficient Markets — Sanford Grossman and Joseph Stiglitz The conflict between the spread of information and information gathering.
By Athenarium / Posted on06/01/2022 Animal Spirits and Market Psychology — George Akerlof and Robert Shiller Confidence multipliers, money illusions, and collective narratives
By Athenarium / Posted on24/11/2021 Andy Grove on Silver Bullets, First Version Traps, and the Inertia of Success Signals, noise, inertia, and inflections.
By Athenarium / Posted on09/11/2021 Only the Paranoid Survive — Andy Grove on Inflection Points and Competitive Forces Guardian attitudes, strategic inflection points, horizontal industries, and Chaplinian denial.
By Athenarium / Posted on08/10/2021 The Mental Models, Routines, and Checklists of Aquamarine Capital CEO Guy Spier From Berkshire to bridge, chess, and ants — mental models from Spier’s The Education of a Value Investor
