Monday, March 4, 2019


Full Transcript of Daily Journal Annual Meeting 2019 (LINK)

Capital Allocators Podcast: Thomas Russo – All About Berkshire Hathaway (LINK)

The Absolute Return Letter, March 2019: More on the Productivity Conundrum (LINK)

Mutual Fund Observer, March 2019 (LINK)

Aswath Damodaran on Acquisitions: Just Say No [H/T @WallStCynic] (LINK)

Amazon’s Project Zero Aims to Help Brands Target Scammers ($) (LINK)

The Side Effects of Million-Dollar Drugs ($) (LINK)

A Storm Is Gathering Over Container Shipping ($) (LINK)

RightScale’s 2019 State of the Cloud Report [H/T @ivan_brussels] (LINK)

How bad science gets used for power and profit by some activists - by Matt Ridley (LINK)

The Fall of ‘America’s Money Answers Man’ (LINK)

Temasek, GGV-backed Chinese startup Iwjw goes into liquidation [H/T @Jkylebass] (LINK)

An Oakland school upped spending after a $2.8M donation of Chinese paintings. Then came the appraisal [H/T @wolfejosh] (LINK)

Trump, Kim, Cohen, and the Limits of the President’s Power - by Evan Osnos (LINK)

Security Markets: The Lay of the Land (a16z video) (LINK)

Recode Decode Podcast -- Chamath Palihapitiya: People in Silicon Valley are deeply unhappy (LINK)

The Stormtrooper Problem: Why Thought Diversity Makes Us Better (LINK)

A galaxy is blowing enormous megacharged superbubbles of gas and cosmic rays - by Phil Plait (LINK)