July - Summer Edition - CI Investments
July - Summer Edition - CI Investments
July - Summer Edition - CI Investments
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Book reviews<br />
Book reviews<br />
Richard Jenkins<br />
Managing Director<br />
& Portfolio Manager<br />
Black Creek Investment Management<br />
What I plan to read this summer<br />
The Logic of Scientific Discovery by Karl Popper<br />
Routledge, 544 pages<br />
In essence, it applies the same logic we do to “uncovering<br />
ideas” in the realm of scientific discovery.<br />
last century.<br />
First published in English in 1959 (1935<br />
in Germany), Karl Popper’s The Logic<br />
of Scientific Discovery revolutionized<br />
contemporary thinking about science<br />
and knowledge and is one of the most<br />
widely read books about science written<br />
Popper presents the two ideas that did more than anything<br />
else to make him famous: that the only true knowledge<br />
is scientific knowledge and that knowledge grows only<br />
when on testing a theory, it can be shown to be false.<br />
Popper’s now legendary doctrine of ‘falsificationism’<br />
electrified the scientific community, influencing even the<br />
methods of working scientists. It also had a profound<br />
effect on the shape of postwar philosophy. Translated into<br />
many languages, it ranks alongside The Open Society and<br />
Its Enemies as one of Popper’s most enduring and famous.<br />
The best book I’ve read in the past year<br />
FICTION: Fall of Giants by Ken Follett,<br />
Dutton, 985 pages<br />
I really enjoyed Fall of Giants by Ken Follett, a historical<br />
novel set in the World War I era. The book follows the fates<br />
of five interrelated families – American, German, Russian,<br />
English and Welsh.<br />
This is a huge novel that follows five<br />
families through the world-shaking<br />
dramas of the First World War, the<br />
Russian Revolution, and the struggle<br />
for votes for women. It is 1911. The<br />
Coronation Day of King George V. The<br />
Williams, a Welsh coal-mining family,<br />
are linked by romance and enmity to the Fitzherberts,<br />
aristocratic coal-mine owners. Lady Maud Fitzherbert<br />
falls in love with Walter von Ulrich, a spy at the German<br />
Embassy in London. Their destiny is entangled with that<br />
of an ambitious young aide to U.S. President Woodrow<br />
Wilson and to two orphaned Russian brothers, whose<br />
plans to emigrate to America fall foul of war, conscription<br />
and revolution. In a plot of unfolding drama and intriguing<br />
complexity, Fall of Giants moves seamlessly from<br />
Washington to St Petersburg, from the dirt and danger of a<br />
coal mine to the glittering chandeliers of a palace, from the<br />
corridors of power to the bedrooms of the mighty.<br />
– Amazon.com<br />
– Wikipedia<br />
8 SUMMER 2011 PERSPECTIVE AS AT JUNE 30, 2011