FTWW #3: 1SE, capital allocation, the Dice Man and mobile trends
To all my intellectually curious friends, here are a few things that I’ve come across that I think you will enjoy immensely. A little bit of something for everyone.
Just got back from Spain, so my reading interests have been quite sporadic. So for those who wonder, here goes.
Capital Allocation — Updated: Evidence, Analytical Methods, and Assessment Guidance by Michael Mauboussin
A fantastic piece for the avid fan of security analysis and business management. The number skill required to be a successful CEO is capital allocation.
FT: Global water supplied are ‘in distress’, scientist warn (pay wall)
I believe that the water shortage crisis will only get worse, and will be one of the defining issues of the next 50 years — more so than energy consumption.
“We need to explore the world’s aquifers as if they had the same value as oil reserves.”
“We need to drill for water the same way that we drill for other resources.”
Highbrow: Expand your knowledge universe in just 5 minutes a day by learning one new thing every day.
I’ve covered “Brain-twisting paradoxes” and a “Brief history of economic thought.” #gohighbrow
[PRESENTATION & VIDEO] Mobile is eating the world by Benedict Evans of Andreessen Horowitz
Quite an insightful look on how mobile has been shifting the scale of computing power and access.
[PODCAST] The Tim Ferriss Show: Sam Harris, PhD on Spirituality, Neuroscience, Meditation, and More
In this episode, they explore the science of lying, uses and types of meditation, psychedelic drug uses and risks, spiritual experiences, and more. It’s really a discussion of the human experience, and how to optimize it without harming others.
Afterwards, I went straight to Sam Harris’ blog to learn more about his writing and new film called Waking Up.
[VIDEO] Cyborg Foundation: The cyborgs aren’t coming, they’re already here: how the world’s first ’recognized cyborg’ senses color through sound
[BOOK RECOMMENDATION] The Dice Man by Luke Rhinehart
The cult classic that can still change your life…Let the dice decide! This is the philosophy that changes the life of bored psychiatrist Luke Rhinehart — and in some ways changes the world as well. Anyone can be Anyone.