Tuesday, June 12, 2018


"We’re looking at quantitative and quality—we aren’t looking at the aspects of the stock, we’re looking at the aspects of a business. It’s very important to have that mindset, that we are buying businesses, whether we’re buying 100 shares of something or whether we’re buying the entire company. We always think of them as businesses." --Warren Buffett

"There is a substantial distinction between people who are investors and people who are owners of businesses. An owner in a business is far more interested in the survival, the first instance, than its necessary monetary value. No owner of a business wakes up every morning asking himself what he's worth. He doesn't know what he's worth. He's concerned with his products. He's concerned his employees. He's concerned with his suppliers. He's concerned with his customers. To do that, you have to have a time preference that is different from other people." --Tony Deden

CNBC's full interview with Paul Tudor Jones (video) (LINK)

The Quest of Laurene Powell Jobs [H/T Linc] (LINK)

IP Capital Partners' latest investor report, which discusses Anheuser-Busch InBev (LINK)

Invest Like the Best Podcast: Tim Cook’s Dashboard, with Michael Reece (LINK)

The After On Podcast: Stewart Brand | De-Extinction, The Whole Earth, & Way More (LINK)

How to Tame a Zombie Fungus - by Ed Yong (LINK)