Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Mid-Week Brain Purge - Healthcare, Cheap(er) Windows 7, Behavioral Finance Links

Posted on | July 1, 2009 Time: 1:01 am |

First off is a good think piece on several of the many issues we face with regards to healthcare reform; it’s a few days old but has lost no relevance (From WSJ.com): The Myth of Prevention

Next up is the first of two links to articles with a behavioral finance bent (I’m a nut for the topic, rough fringey edges and all). Also from the WSJ, Jason Zweig talks about a shift in the way consumer product regulation is being looked at: Regulation Based on Human Nature

From FT.com is a piece talking about price discounts some buyers will be getting for the new Windows 7 OS. This is a trend worth following whether you’re a MSFT shareholder or not. With the soon-to-be-proliferation of netbooks and other slimmed-down computing devices, there’s not going to be room for a $400 operating system in a $300 machine.

This techified piece is on the efforts of China Mobile (a Secular Trends Portfolio holding) to leapfrog its current, mandated platform and get back to the business of competition. The piece is a little high on the geek-o-meter, but it speaks to what a strange bird “capitalism” can be over in China. (From Light Reading Asia): China Mobile fast-tracks TD-LTE

And finally, Malcolm Gladwell writes up a review of Chris Anderson’s new book “Free: The Future of a Radical Price”. I won’t presume to add much to Gladwell’s work (or do a review of a review), so here’s the link. Some interesting topics covered in here, especially to us media folk (from the New Yorker):

Enjoy, and feel free to thank me later; I often have to read 400 articles to find 10 that are actually interesting.

Ryan Barnes

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Category: Broad Markets, China, Off Topic, Secular Trends Portfolio
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