Wednesday, May 10, 2017


A great 15-minute video interview with Charlie Munger the day after the annual meeting (LINK)

CNBC Excerpts: Billionaire Investor Warren Buffett on CNBC's "Squawk Box" (LINK) [If you haven't watched them yet, the list of video clips are in Monday's links.]

Spring 2017 issue of Graham & Doddsville (LINK)

Expectations - by Ian Cassel (LINK)

JAMIE DIMON: There is a 'national catastrophe' and 'we should be ringing the alarm bells' [H/T @pcordway] (LINK)

Selling our Telecom position - by John Hempton (LINK)

The dark side of platform monopoly (LINK)

The Making of a Friendly Microbe - by Ed Yong (LINK)

Now That We Can Read Genomes, Can We Write Them? - by Ed Yong (LINK)

Book of the day [H/T @morganhousel]: The Great Influenza: The Story of the Deadliest Pandemic in History