Saturday, June 3, 2017


A Dozen Thoughts from Charlie Munger from the 2017 Berkshire Annual Meeting - by Tren Griffin (LINK)

David Einhorn on GM Value, Tesla Profit, Apple (video) (LINK)

How Wells Fargo’s Cutthroat Corporate Culture Allegedly Drove Bankers to Fraud - by Bethany McLean [H/T @pcordway] (LINK)

Competitive Advantage & Capital Allocation - by Pat Dorsey (LINK)

Differentiating Business Performance from Stock Performance - by Ian Cassel (LINK)

Expiring vs. Long-Term Knowledge - by Morgan Housel (LINK)

Eric Cinnamond On The Value Of Absolute Return Investing (podcast) [H/T @Jesse_Livermore] (LINK)

Meet the People’s Quant, a Former Marine Who Champions Value Investing (LINK)

Ed Easterling talks to Meb Faber (podcast) (LINK)

The Absolute Return Letter - June 2017 (LINK)

Mutual Fund Observer, June 2017 (LINK)

Watch Mary Meeker give her 2017 internet trends report (VIDEOSLIDESPODCAST)

Marc Andreessen and Reid Hoffman at the Recode conference (video) (LINK)

Reed Hastings at the Recode conference (video) (LINK)

[More videos from the Recode conference can be found HERE, including Walt Mossberg's interview at his final conference.]

Crypto Tokens: A Breakthrough in Open Network Design - by Chris Dixon (LINK)

Transcript: A16z’s Marc Andreessen with Barry Ritholtz on Masters in Business [H/T Hurricane Capital] (LINK) [The audio is available HERE, in case you missed it earlier.]

The rise of the QR code and how it has forever changed China’s social habits [H/T @BaseHitInvestor] (LINK)

Mayo Clinic’s Unusual Challenge: Overhaul a Business That’s Working [H/T Matt] (LINK)

Thinking clearly about quality - by Seth Godin (LINK)

Edge #493: Curtains For Us All? - A Conversation With Martin Rees (LINK)

Astronomers may have seen a star collapse directly to a black hole - by Phil Plait (LINK)

How an Icon of Evolution Lost Its Flight - by Ed Yong (LINK)