Wednesday, August 16, 2017


The FPA Crescent Fund's Q2 Commentary and Webcast are available.

One of the World’s Widest Moats - by John Huber (LINK) [John's presentation pairs nicely with the Naspers/Tencent arbitrage discussed in the FPA Crescent Commentary above.]

A Conversation with Naval Ravikant about blockchains (video) (LINK)

Robert Sapolsky on the Waking Up podcast discussing his book Behave: The Biology of Humans at Our Best and Worst (LINK) [As Michael Mauboussin‏ tweeted earlier this week: "Just finished 'Behave' by the brilliant Robert Sapolsky. The best book I have ever read on human behavior. Sapolsky is an amazing teacher."]

Robert E. Lee opposed Confederate monuments (LINK)

How to be a Stoic, in practice - by Massimo Pigliucci (LINK)

Why did single cells start to cooperate? (LINK)

What Scientists Have Learned from Eclipses (video) (LINK)

Today's Audible Daily Deal ($2.95) is a short Neil deGrasse Tyson course from The Great Courses: My Favorite Universe