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Possible Value Research

possiblevalue.substack.com
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Looking for businesses with high returns on capital in hopes of finding compounders. I'm starting with the A's and going through the Z's. Not investing advice.

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Patrick OShaughnessy @patrick_oshag · Nov 27, 2022
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What are the best books about designing cities or about what makes for great cities?
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Possible Value Research @PossibleValue · Nov 28, 2022
  • Answered to What are the best books about designing cities or about what makes for great cities?
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Power Broker because it's about the forces that actually design and shape cities i.e. politics, power, influence and private interests. Reading it and using Charlie Munger's inversion principle might be a good way to design future cities.

Book Sep 16, 1974
The Power Broker: Robert Moses and the Fall of New York
by Robert A. Caro
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Possible Value Research @PossibleValue · Sep 15, 2022
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Regardless of how anyone may think the Great Recession and its aftermath was handled, I loved this piece in the @NewYorker titled "Eight Days" about a particularly wild and interesting period in mid-September 2008. Couldn't get enough of it.

Article Sep 14, 2009
Eight Days
by James B. Stewart
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