Investing is a discipline built on cumulative knowledge, and it requires a continuous evaluation and assessment of new information. The purpose of C&B Notes is to pass along the ideas, concepts, stories, and information that are informing, influencing, and updating our worldview. We use them to build on our “latticework of mental models” that help us make better decisions.
16 articles in list
Good for Users, Bad for Business
Venture capital investments are subsidizing products and services for consumers. An analysis of the operations for Lime and Bird, two competing electric scooter rental companies, tells a story of big unit economic losses on these companies’ scooters. Greater fools may…Read More
Wood Skyscrapers Are a Thing
Promising labor cost savings and condensed building schedules, timber is re-emerging in the commercial construction industry. “Mass timber” — which is harvested from small, young trees and engineered into large pieces — is being used in new building projects that are paving the way for amended building codes and…Read More
Cohort vs. Age Effects
In November, we shared a paper by the Federal Reserve that reported some of its research on the oft-maligned millennial generation. The report’s major thrust: millennials have more in common with other generations than not. This xkcd comic is a great complement to the Fed’s paper….Read More
Tyler Vigen’s book, Spurious Correlations, highlights the absurdity of drawing causation from information where only correlation exists. Reminders that correlation ≠ causation are always useful given our natural instincts to build narratives to explain data and anecdotes we encounter. This spurious correlation…Read More
If You Lose it, Where Does It Go?
Physicist Ruben Meerman shares the fundamentals of weight loss — burn more calories than you digest. Dieting is a field full of crowd-sourced misinformation that influences billions of dollars of consumption and many people’s life expectancies. Science works.Read More