Author Archives: jaggybeans

About jaggybeans

Wall Street guy in Texas. Spent some time on the buy-side, more time on the sell-side and some corporate IR and finance work. Between gigs currently but looking buy-side. Avid reader. Always looking to improve. Fully aware that my shit stinks and so does yours.

The Availability Cascade and It’s Implication on Investing

I’m in the process of rereading Thinking, Fast and Slow, this time in a more deliberate, note-taking fashion. The paragraph below really struck me on several levels. The obvious being in politics, fracking, climate-change, and more. But it also is … Continue reading

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Book Review: The Frackers

The Frackers by Gregory Zuckerman The Frackers takes a look at the roller coaster ride of a few of the executives in the US oil and natural gas exploration and production (E&P) industry most notably: George Mitchell, Aubrey McClendon, Tom … Continue reading

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Books Read in 2013

Need to do a better job of note taking/outlining. Security Analysis – The bible of investing Thinking, Fast and Slow – Awesome look at the way we think Margin of Safety – Klarman’s early take on value investing Civilization (audiobook) … Continue reading

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Security Analysis: Sixth Edition Outline

Finally read Security Analysis this summer. I’ve outlined each chapter here: Security Analysis Notes

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