What have Trump, Adam Neumann and Julius Caesar in common?
In this weekly Kaizen, we will firstly take a look at China from two different view points. The first is from Ray Dalio, discussing the Impact of China’s Growth on the World Economy in the second video Kyle Bass, a hedge fund manager, interviews Steve Bannon.
Great video on the final year of Caesar:
Before getting into WeWork, let’s look back into history to get a better understanding of the last year of Caesar, arguably one of the most accomplished humans in history.
So, what do I think of WeWork? My prediction is that in 20 years students will try to make sense of how, a heavily indebted real estate company, got valued at 26x revenue. Similar to how students currently look back on the Dot-Com bubble.
Great Video from Numberphile where Tadashi explores a special set of dice… And has a powerful lesson.
Seeking Wisdom, one of my favourite value investing blogs, the most recent blog post was about the book ‘Thinking fast and Slow’ and why he started rereading the book after only reading 1/4 of the book the first time in 2012 and again in 2013: