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ABBA, Autos, Bjorn, Motown, Mooch, Tax, Trump, Ulaveus

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Hi Folks.  See below for some links, reads, ideas and sights that have caught my attention recently. 
 

Guy Spier

January 19 · Issue #8 · View online
Father, Husband, Value Investor and Author

Hi Folks. 
See below for some links, reads, ideas and sights that have caught my attention recently. 
Warmly, 
Guy


Emerging Moats
While I’m dong plenty of work on this subject, I don’t have much that I can share at this point. Meanwhile, as promised, here is Toby Tricks memo on Rational Patent Exchange
Automobiles
Fiat Chrysler Response "we are disappointed with the EPA".
Alex Lebkücher
I recently had an intern Alex Lebkücher from Heilbronn, Germany in the office. As I got to know him, I discovered that just about everybody in his family works in the German automobile industry. Here is what he wrote from the his semi-insider perspective. 
The Motown way can get Greece motoring.
Trump
What Happens Now That Trump Won the Election?
Anthony Scaramucci in Davos 2017
Newt Gingrich on Trumpism
Books
Business Adventures by John Brooks
I’m reading John Brooks, Business Adventures. I loved the Tax chapter. 
THE TAX - The New Yorker
Wisdom
Yanan Bledsoe kindly shared this collection of writings about Charlie Munger which I am sharing with her permission.
The Intellectual Yet Idiot (IYI)
Five Ways to Handle Adversity.
Synagogue Memorial in Munich
Motivation
Earning your Comeback.
The remarkable return of adult colouring books
Bjorn Ulaveus of ABBA at DLD
Coffee
Kaffee Klatsch is my favorite coffee shop in Klosters. Check out their sign:
Just up the road from here is Davos - where I’m attending some side-meetings at the WEF.  I have mixed feelings…
Last Word: VALUEx 2017
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Guy Spier, 18 Rämistrasse, Zürich 8001