10 Weekend Reads

The weekend is here! Pour yourself a mug of French Drip coffee, grab a seat overlooking the beach, and get ready for our longer form vacation-based weekend reads:

• Why Amazon Is The World’s Most Innovative Company Of 2017 (Fast Company)
• The Business of Too Much TV (Vulture)
• Alpha or Assets (Investor Field Guide)
• Damodaran: Dividends and Buybacks (Musings on Markets)
• If Not Darwin, Who? An alternative history of the great ideas of science. (Nautilus) see also How DNA Editing Could Change Life on Earth (New Yorker)
• ‘I’m a Dead Man Walking’: Mark Sanford has nothing left to lose. And he’s here to haunt Donald Trump. (Politico)
• America’s Shakespeare (National Affairs)
• John Oliver Takes on the Trump Era: The Rolling Stone Interview (Rolling Stone)
• Tom Brady, 4.8-time Super Bowl champion: Atlanta had a strong chance at a comeback of their own but for a silly coin flip (Economist)
• Spielberg: The Inner Lives of a Genius (New York Review of Books)

Be sure to check out our Masters in Business interview this weekend with Howard Marks of Oaktree Capital, and author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor.


Passive investing is now = 40% of US equity, > 2X 2005 levels

Source: Goldman Sachs via Reformed Broker


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