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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

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