Reflections and observations from corporate presentations and investor conferences in Paris and Berlin.
What A RIOT!!!
2015-06-12, Mathew Hermary
What appears reasonable today because it is both commonly accepted and popular may turn out to be neither popular nor reasonable in the future.
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8 A.M.
2015-05-22, Clement Chiang
Groupthink occurs when the desire to conform prevents alternatives from being considered. It’s a risk every performance-minded team must actively avoid.
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Value & Values Investing
2015-05-08, Steven Kim
Warren Buffett said, “If our non-economic values were to be lost, much of Berkshire’s economic value would collapse as well.”
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Jenga
2015-04-17, Vanessa McNabb
The Shanghai Composite Index has more than doubled over the past ten months. Parallels can be drawn to the US dot.com bubble, but even more excessive.
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Standing Room Only
2015-03-20, Mathew Hermary
From a recent investor conference, it was clear that the business environment is the healthiest it’s been since the Financial Crisis.