Tuesday, May 22, 2018


Some great compilations, via @AustinValue, on Charlie Munger, Warren BuffettBerkshire Transcripts (1994-2018), and Ben Graham.

Markel Brunch Notes [H/T Linc] (LINK)

Bill Gates' Summer Books for 2018 (LINK)
The books: 1) Leonardo da Vinci - by Walter Isaacson; 2) Everything Happens for a Reason and Other Lies I’ve Loved - by Kate Bowler; 3) Lincoln in the Bardo - by George Saunders; 4) Origin Story: A Big History of Everything - by David Christian; 5) Factfulness - by Hans Rosling, with Ola Rosling and Anna Rosling Ronnlund
Grant's Podcast: Surf and turf (LINK)
Jonathan Tepper, chief editor of Variant Perception, and John Hempton, chief investment officer of Bronte Capital Management, share their macro and micro expertise on corporate concentration and corporate fraud. 
Invest Like the Best Podcast: Data, Decisions, and Basketball with Sam Hinkie (LINK)

Where Humans Meet Machines: Intuition, Expertise and Learning [H/T @morganhousel] (LINK)
Erik Brynjolfsson, Director, MIT IDE, speaks with Nobel Laureate, Daniel Kahneman about AI decision-making
The Origins of Us (LINK)