Monday, February 26, 2018


Thomas Russo: "Global Value Investing: Factors that I Most Fear and Examples of Mistakes" | Talks at Google (LINK)

Jeffrey Towson discusses taking his Peking University Students to Omaha for lunch with Warren Buffett (Part 1, Part 2)

The Controversy around Skin in the Game - by Nassim Nicholas Taleb (LINK)
Related book (released tomorrow): Skin in the Game: Hidden Asymmetries in Daily Life
13D Research: The end of the low volatility regime (continued) (LINK)

What might the Amazon, Berkshire and JP Morgan health care joint venture actually do? - by Tren Griffin (LINK)

Hidden Profits In the Prescription Drug Supply Chain ($) (LINK)

How Softbank, World’s Biggest Tech Investor, Throws Around Its Cash ($) (LINK)

The Dropbox Comp - by Ben Thompson (LINK)

Freakonomics Radio Extra: Richard Branson Full Interview (podcast) (LINK)

China Faces Rule by Xi for Decades With Repeal of Term Limits (video plays) [H/T Matt] (LINK)

A couple of articles from Evan Osnos that may be worth reading if you missed them the first time around: 1) "Born Red" (April 2015); 2) "Making China Great Again" (January 2018)

Doctors, Revolt! - by Rich Joseph [H/T @Atul_Gawande] (LINK)

How fast is the Universe expanding? The answer depends on how you measure it, and that's a problem (LINK)

"You can't be curious and angry at the same time" (LINK)
Related book (released today): A Second Chance