Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Frontier Markets Generally

Geographiesregion

Little of this is country knowledge; it is about the shape of the asset class. The most useful books are those that explain why frontier and emerging crises repeat with the same structure regardless of geography.

Books 7Experts 1Recommenders 2
The Volatility Machine: Emerging Economies aThe Volatility Machine: Emerging Economies and the Threat of Financial Collapse
T2 The Volatility Machine: Emerging Economies and the Threat of Financial Collapse
Michael Pettis · 2001
Open LibraryGoodreads

Emerging-market crises come from the structure of national balance sheets.

Breakout NationsBreakout Nations
T2 Breakout Nations
Ruchir Sharma · 2012
Open LibraryGoodreads

Why emerging economies will not all keep converging, and tests for which can grow.

Recommended by: Mohnish Pabrai

The Rise and Fall of NationsThe Rise and Fall of Nations
T2 The Rise and Fall of Nations
Ruchir Sharma · 2016
Open LibraryGoodreads

Ten rules for judging whether a country's economy will rise or fall.

Recommended by: Patrick Collison

The Emerging Markets CenturyThe Emerging Markets Century
T3 The Emerging Markets Century
Antoine van Agtmael · 1999
Open LibraryGoodreads

By the man who coined the term 'emerging markets'; the case for world-class EM operating companies.

Adventure CapitalistAdventure Capitalist
T3 Adventure Capitalist
Jim Rogers · 2003
Open LibraryGoodreads

Driving through 116 countries scouting markets from the ground up

Recommended by: Mohnish Pabrai

Frontier: Exploring the Top Ten Emerging Mar
T4 Frontier: Exploring the Top Ten Emerging Markets of Tomorrow
Gavin Serkin · 2015
Open LibraryGoodreads

Travelogue-with-fund-managers format, but the only book aimed squarely at frontier allocation.

Chain ReactionChain Reaction
T4 Chain Reaction
Paul Domjan, Gavin Serkin, Brandon Thomas, John Toshack · 2020
Open LibraryGoodreads

A working method for scoring country risk across frontier markets.

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