Wednesday, February 20, 2019


"Our double task is now to preserve and foster both biological evolution as Nature designed it and cultural evolution as we invented it, trying to achieve the benefits of both, and exercising a wise restraint to limit the damage when they come into conflict. With biological evolution, we should continue playing the risky game that nature taught us to play. With cultural evolution, we should use our unique gifts of language and art and science to understand each other, and finally achieve a human society that is manageable if not always peaceful, with wildlife that is endlessly creative if not always permanent." --Freeman Dyson

Biological and Cultural Evolution - An EDGE Original Essay by Freeman Dyson (LINK)

Mohnish Pabrai’s Q&A Session with JNV Kottayam Dakshana Scholars (video) (LINK)

An Evening with Ken Chenault (PBS video) [H/T Linc] (LINK)

The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire (LINK) [Interesting article, but probably not the best title. Assuming the Forbes net worth estimate is about correct, and that losing $50 million in the early 80s margin call meant he had at least another $50 million in net worth, then the IRRs, especially considering the business income he was adding over time, are probably not worthy of the title "greatest investor" in the headline. But the lessons about buying and holding and buying what you know, especially in regards to Heico, are great.]

Graham & Doddsville: Winter 2019 (LINK)

Nobody Wants to Invest in Your Shit - by Meb Faber (LINK)

First Mover Alpha - by Ben Carlson (LINK)

The FT's articles on Wirecard are free to read online (LINK) [See also, from a year ago, Wirecard AG: The Great Indian Shareholder Robbery - by Roddy Boyd]

Your Guide to the Gold Rush of Digital Logistics (LINK)

Amazon and taxes: a simple primer (LINK)

The Distrust of Intellectual Authority (LINK)

Entrepreneurial Thought Leaders Podcast: Raj Kapoor (Lyft) and John Viera (Ford Motor Company) - Mobilizing the Future (LINK)

The Tony Robbins Podcast: Timing is everything | Daniel Pink on the best time for meetings, taking breaks and creative breakthroughs (LINK)
Related book: When: The Scientific Secrets of Perfect Timing
Dan Carlin's Hardcore History: Addendum: EP7 Hardcore History On Fire (LINK)

Is the Insect Apocalypse Really Upon Us? - by Ed Yong (LINK)
Claims that insects will disappear within a century are absurd, but the reality isn’t reassuring either.
Book of the day [H/T @paulg]: Making of Europe: Conquest, Colonization and Cultural Change 950-1350