Tuesday, March 19, 2019


"Security analysis is a severely practical activity, and it must not linger over matters that are not likely to affect the ultimate judgment." --Benjamin Graham and David Dodd (Security Analysis: Sixth Edition)

Dr James Simons, S Donald Sussman Fellowship Award Fireside Chat (Chat 2 - March 6, 2019) (video) [H/T @collabfund] (LINK)

Can goats empower women? - by Bill Gates (LINK)

Calpers Wants to Double Down on Private Equity ($) (LINK)

Can a Facebook Post Make Your Insurance Cost More? ($) (LINK)

A detailed short thesis on Tesla (LINK)

In the wake of one university’s headline-making failure, a look at business models (LINK)

The Disruptive Voice Podcast: Revisiting Resource Allocation in the Firm (with Clayton Christensen) (LINK)

Invest Like the Best Podcast: Annie Duke – Wanna Bet? (LINK)

The Knowledge Project Podcast: Doing the Enough Thing (LINK)

WorkLife with Adam Grant Podcast: Networking For People Who Hate Networking (LINK)

A Doctor’s Prescription for More AI in Medicine (LINK)
Eric Topol makes the case for how artificial intelligence can improve health care, despite privacy concerns
The Rock Health Podcast: How AI Can Get Medicine Back On Track: Dr. Eric Topol (LINK)
Related book: Deep Medicine: How Artificial Intelligence Can Make Healthcare Human Again
The After On Podcast: 44: Naval Ravikant (part 1) | End Games (LINK)

The Fertility Doctor’s Secret (LINK)