In case anyone missed it last week, I think this is the clear winner for the year's best investor letter (though at over 100 pages, "letter" may not be the correct description): Semper Augustus Investments Group: 2018 Annual Letter
Masters in Business Live, with Howard Marks of Oaktree Capital (video) (LINK)
An Investment Algorithm That Works (LINK)
The Value Chain Constraint - by Ben Thompson (LINK)
How a coat on Amazon took over a neighborhood — and then the internet [H/T @emilyleldridge] (LINK)
America’s Religion Is Work - by Derek Thompson (LINK)
Invest Like the Best Podcast: Michael Kitces – The Past, Present & Future of Financial Advice (LINK)
a16z Podcast: Capitalizing on an Autonomous Vehicle Future (LINK)
Acquired Podcast: Instagram Revisited (with Emily White) (LINK)
Pitchfork Economics with Nick Hanauer: Yuval Harari - Unedited Conversation (LINK)
Does Planet 9 Exist? - by Phil Plait (LINK)
Is the World’s Largest Animal Too Reliant on the Past? - by Ed Yong (LINK)
Book of the day (also added to the Business Biographies list): The Making of Harcourt General: A History of Growth Through Diversification 1922-1992
**********
And for those going to the Fairfax Financial Annual Meeting in April, here are some of the other events worth checking out:
Practical History of Financial Markets Course
The Ben Graham Dinner