Thursday, May 12, 2016


I will be without internet for about the next week and a half. I have some quotes and book excerpts scheduled, but this will be the last compilation of links during that time.

Forbes on Warren Buffett [H/T Corner of Berkshire & Fairfax] (LINK)

Larry Cunningham's Museum of American Finance videos [H/T Kristin]:
Part 1: What Will Happen to Berkshire After Buffett?
Part 2: The Beauty of the Berkshire Model
Part 3: The Blemishes of the Berkshire Model
Part 4: Audience Q&A Session 1
Part 5: Audience Q&A Session 2
On Note Taking (LINK)
Related book: Where Good Ideas Come From
Related quote: "One of the most important commitments I've learned is that anytime you learn anything, and you find it has any form of value, the most important thing you want to do is--while you're still in state, while it's still important, while it's still in your mind--you want to take some form of action.... Write down two or three key principles that you want to remember, or action items, and ideally do something to share it or do something to act on it today. Remember, knowledge is not power. Knowledge is potential power. If you really look at what makes someone successful versus not, it all comes down to execution. Execution trumps knowledge every day of the week." -Tony Robbins (source)
The Rise and Fall of American Growth (audio) (LINK)
Related book: The Rise and Fall of American Growth
Dimon Says Online Lenders’ Funding Not Secure in Tough Times (LINK)

SALT 2016: Kyle Bass, Leon Cooperman Diverge On Economy (LINK)

SALT Conference Notes 2016: Griffin, Cooperman, Burbank, Chanos & More (LINK)

Nassim Taleb at SALT 2016 (Bloomberg video clips) (LINK)

Jim Chanos: Oil E&P Model in North America Isn't Economic (video) (LINK)

Jim Chanos: We're Looking at Aramco (video) (LINK) [Mentions a few industries where companies are more finance companies than what they really appear to be.]

Whole Foods’ Scaled-Down 365 Store Has Robots, but No Tattoo Parlor [H/T Abnormal Returns] (LINK)

Nuggets of Wisdom by Guy Spier (short video clips) (LINK)

The Importance of Learning How to Fail (LINK)