Wednesday, November 4, 2015


Latticework of Mental Models: Twaddle Tendency (LINK)

Charlie Munger: Valeant Isn’t Enron or American Express [H/T Linc] (LINK)

Buffett's BYD Vs. Musk's Tesla: Electric Vehicle Race Still Undecided [H/T Linc] (LINK)
Related book: The Great Race: The Global Quest for the Car of the Future
Baupost Is Said to Decline 3.8% in September on Energy, Biotech [H/T Will] (LINK)

DealBook Conference 2015 videos:
Stanley Druckenmiller 
Carl Icahn 
Peter Thiel and Chris Sacca  (Related book: Zero to One)
Reed Hastings (Netflix) 
Max Levchin (Affirm)
James Gorman (Morgan Stanley) 
Gary Cohn (Goldman Sachs) 
Muhtar Kent (Coca-Cola) 
Ginni Rometty (IBM) 
Nico Sell (cybersecurity) 
John Carlin (cybersecurity) 
Al Gore
What makes a historical arsonist? A conversation with Dan Carlin. (podcast) (LINK)

El Niño Paints the World's Driest Place with Color (LINK)

TED Talk - Patrícia Medici: The coolest animal you know nothing about ... and how we can save it (LINK)
Although the tapir is one of the world's largest land mammals, the lives of these solitary, nocturnal creatures have remained a mystery. Known as "the living fossil," the very same tapir that roams the forests and grasslands of South America today arrived on the evolutionary scene more than 5 million years ago. Today, threats from poachers, deforestation and pollution, especially in quickly industrializing Brazil, threaten this longevity. In this insightful talk, conservation biologist, tapir expert and TED Fellow Patrícia Medici shares her work with these amazing animals and challenges us with a question: Do we want to be responsible for their extinction?