Tuesday, April 30, 2019


"Charlie and I spend no time thinking or talking about what the stock market is going to do, because we don’t know. We do know, sometimes, that we’re getting very good value for our money when we buy some stocks or some bonds. But we are not operating on the basis of any kind of macro forecast about stocks. And there’s always a list of reasons...why the country will have problems tomorrow. But there’s always a list of opportunities which don’t get mentioned quite as often." --Warren Buffett (2005)

Warren Buffett Backs Occidental’s Bid for Anadarko with $10 Billion Pledge (LINK)

Microsoft, Slack, Zoom, and the SaaS Opportunity - by Ben Thompson (LINK)

Videos from the 2018 Prime Quadrant Conference with Joel Greenblatt, Nassim Taleb, Sam Zell, and Steve Eisman  [H/T ValueWalk]

Against the Rules with Michael Lewis (podcast): The Neutral (LINK)

Sam Harris speaks with Shane Parrish about some of the mental models that should guide our thinking and behavior (podcast) (LINK)
Related audiobook: The Great Mental Models: General Thinking Concepts
Rationally Speaking Podcast: Tyler Cowen on “Defending big business against its critics” (LINK)
Related book: Big Business: A Love Letter to an American Anti-Hero
A brief review of the book Fiber (LINK)

Meet the virus hunters - by Bill Gates (LINK)