Больше, чем вы знаете. Необычный взгляд на мир финансов

6. Juan Enriquez, As the Future Catches You (New York: Crown Business, 2000), 62–65.

7. См.: http://nickciske.com/tools/binary.php.

Глава 19. Избавляйтесь от лишнего ради эффективности

1. Steven Pinker, The Language Instinct: How the Mind Creates Language (New York: HarperCollins, 1994), 150–51[20].

2. Alison Gopnik, Andrew Meltzoff, and Patricia Kuhl, The Scientist in the Crib: What Early Learning Tells Us About the Mind (New York: First Perennial, 2001), 186–87.

3. Joseph LeDoux, Synaptic Self: How Our Brains Become Who We Are (New York: Viking, 2002), 79–81.

4. Robert Aunget, The Electric Meme: A New Theory of How We Think (New York: Free Press, 2002), 185.

5. Barbara Clancy and Barbara Finlay, “Neural Correlates of Early Language Learning”, in Language Development: The Essential Readings, ed. Michael Tomasello and Elizabeth Bates (Oxford: Blackwell, 2001); предыдущая редакция этой главы доступна на сайте http://crl.ucsd.edu/courses/commdis/pdf/

6. neuralcorrelateschapter-nofigures.pdf.

7. Michael J. Mauboussin and Alexander Schay, “Fill and Kill: Succeeding with Survivors Is Nothing New”, Credit Suisse First Boston Equity Research, April 5, 2001.

8. См.: http://www.webmergers.com.

9. David M. Roup, Extinction: Bad Genes or Bad Luck? (New York: W. W. Norton, 1991), 32–33.

10. William D. Bygrave, Julian E. Lange, J. R. Roedel, and Gary Wu, “Capital Market Excesses and Competitive Strength: The Case of the Hard Drive Industry, 1984–200”, Journal of Applied Corporate Finance 13. No. 3 (Fall 2000), 8–19.

Глава 20. Опережая события

1. Часто новый вожак первым делом убивает всех детенышей в стае, чтобы получить возможность произвести новое потомство и передать ему свои гены.

2. Richard Foster and Sarah Kaplan, Creative Destruction: Why Companies That Were Built to Last Underperform the Markets – and How to Successfully Transform Them (New York: Doubleday, 2001), 47.

3. Alfred Rappaport and Michael J. Mauboussin, Expectations Investing: Reading Stock Prices for Better Returns (Boston, Mass.: Harvard Business School Press, 2001).

4. Foster and Kaplan, Creative Destruction; Everett Rodgers, The Diffusion of Innovation (New York: Free Press, 1995); and Geoffrey A. Moore, Paul Johnson, and Tom Kippola, The Gorilla Game: Picking Winners in High Technology (New York: HarperBusiness, 1999).

5. Michael J. Mauboussin and Alexander Schay, “Innovation and Markets: How Innovation Affects the Investing Process”, Credit Suisse First Boston Equity Research, December 12, 2000.

6. Gregory Zuckerman, “Stars of the ‘90s Aren’t Likely to Lead the Next Rally”, Wall Street Journal, December 17, 2001.

7. John Y. Campbell, Martin Lettau, Burton Malkiel, and Yexiao Xu, “Have Individual Stocks Become More Volatile? An Empirical Explanation of Idiosyncratic Risk”, Journal of Finance 54 (February 2001): 1–43.

8. Corporate Strategy Board, “Stall Points: Barriers to Growth for the Large Corporate Enterprise”, Corporate Strategy Board (March 1998).

9. Alfred Rappaport and Michael J. Mauboussin, “Exploiting Expectations”, Fortune, January 21, 2002, 113–15.

Глава 21. А в вашем портфеле есть дрозофилы?

1. Для читателей, которые не жалуются на недостаток свободного времени: http://www.ceolas.org/fly?intro.html.

2. Charles H. Fine, Clockspeed: Winning Industry Control in the Age of Temporary Advantage (Reading, Mass.: Perseus Books, 1998).

3. Glenn Rifkin, “GM’s Internet Overhaul”, Technology Review (October 2002): 62–67.

4. Eugene F. Fama and Kenneth R. French, “Disappearing Dividends: Changing Firm Characteristics Or Lower Propensity to Pay?” CRSP Working Paper 509, June 2000; см.: http://papers.ssrn.com/sol3/papers.cfm?abstract_id=203092.