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Structured Decision Making, Starboard Letter, Whale Wisdom & Howard Marks

Posted by Valor Intrínseco on March 7, 2019 at 1:40 PM

Structured Decision Making, Starboard Letter, Whale Wisdom & Howard Marks


Artigo interessante da Sloan Review com Daniel Kahneman entre os autores.

A Structured Approach to Strategic Decisions


Carta da gestora ativista Starboard Value.

A LETTER TO THE SHAREHOLDERS OF BRISTOL-MYERS SQUIBB COMPANY


Relatório do pessoal da Whale Wisdom com as movimentações do último trimestre.

HEDGE FUND OWNERSHIP REPORT – Q4 2018


Howard Marks foi o convidado da semana do Shane Parrish, um dos melhores entrevistadores da atualidade.

Luck, Risk and Avoiding Losers: My Interview with Oaktree Capital Co-founder Howard Marks [The Knowledge Project Ep. #53]


Abraços!


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