Monday, February 5, 2018

Links

A November 2012 interview with Warren Buffett and Carol Loomis (audio) (LINK)
Warren Buffett, of Berkshire Hathaway; Jeff Bezos, of Amazon; and Jamie Dimon, of JPMorgan Chase, announced they would form a health care company together. We thought it was a perfect time to revisit this interview. 
We talked with Buffett back in 2012 about Dimon, the business decisions he regrets, and yes, eating Oreos for breakfast. Buffett had recently released a book with Carol Loomis, a longtime financial journalist who had covered Buffett's career. She joined him for this interview. 
John Huber's Talk at Google (LINK)

We’ve Just Had a Taste of What the Tightening Will Be Like - by Ray Dalio (LINK)

Business Lessons from Reed Hastings (Netflix) - Part 1 - by Tren Griffin (LINK)

Apple’s Middle Age - by Ben Thompson (LINK)

How Amazon Rebuilt Itself Around Artificial Intelligence - by Steven Levy (LINK)

Grant's Podcast: Index orphans (LINK)
Jon Boyar, president of Boyar Research, joins the team to discuss opportunities in U.S. equities that are not eligible for the major indices.
Ted Seides talks with Annie Duke – Improving Decision Making (LINK)
Related book: Thinking in Bets
A World Without Microbes: An Apocalyptic Thought Experiment (video) (LINK)

The Edge Annual Question—2018: What Is The Last Question? (LINK)