View profile

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

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

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. 

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
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.
What Happens Now That Trump Won the Election?
Anthony Scaramucci in Davos 2017
Newt Gingrich on Trumpism
Business Adventures by John Brooks
I’m reading John Brooks, Business Adventures. I loved the Tax chapter. 
THE TAX - The New Yorker
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
Earning your Comeback.
The remarkable return of adult colouring books
Bjorn Ulaveus of ABBA at DLD
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
Did you enjoy this issue?
Thumbs up 1ae5a7bdfcd3220e2b376aa0c1607bc5edaba758e5dd83b482d03965219a220b Thumbs down e13779fa29e2935b47488fb8f82977fedcf689a0cc0cc3c19fa3c6bb14d1493b
If you don't want these updates anymore, please unsubscribe here
If you were forwarded this newsletter and you like it, you can subscribe here
Powered by Revue
Guy Spier, 18 Rämistrasse, Zürich 8001