Tuesday, January 8, 2019


"We don’t buy hula-hoop companies or pet rock companies, and we don’t buy companies in industries that we think will have great explosions in demand, but where we don’t know who the winners will be. So we...like to think we’re looking a long way into the future." --Warren Buffett (2003)

Joel Greenblatt – Great Value Investors Need To Be Cold Hearted JellyBean Counters (LINK)

Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics (LINK)

Robert Shiller: market narratives are 'like diseases' (FT Alphachat Podcast) (LINK)

Abby Johnson – Future of Finance (Invest Like the Best Podcast) (LINK)

David Rubenstein: The Importance of Having a Good 2nd and 3rd Life (The James Altucher Show) (LINK)

Apollo Asia Fund: the manager's report for 4Q18 (LINK)

A couple of good Herb Kelleher interviews from 2003 and from 2004.  [H/T @pcordway]

Bots, britches, and bees - by Bill Gates (LINK)

How Corning Makes Fiber-Optic Cable (LINK)
Related book: Fiber: The Coming Tech Revolution―and Why America Might Miss It
WeWork Gets Less Money, Shorter Name (LINK)

How to Do Great Things (LINK)

Seven Big Ideas from Fooled by Randomness (LINK)

Taleb the Philosopher [H/T @chriswmayer] (LINK)

Animals Keep Creating Mysteries by Sounding Weird - by Ed Yong (LINK)

Stephen Hawking's Favorite Places (Episode 1) (LINK)
By the time we finished filming what would become his final complete series, he felt as if he was one step closer to his goal. To celebrate his birthday and lifetime of achievements, please enjoy the first episode of our Emmy® award-winning series, Stephen Hawking's Favorite Places, at no charge and with no login required.