Tuesday, May 14, 2019


"There are things in life that you don’t have to make a decision on and that are too hard.... One of the interesting things about investment is that there’s no degree of difficulty factor.... We get paid, not for jumping over 7-foot bars, but for stepping over 1-foot bars. And the biggest thing we have to do is decide which ones are the 1-foot bars and which ones are the 7-foot bars so when we go to step we don’t bump into the bar. And that is something that I think we’re reasonably good at. Now maybe we cast out too many things as being too hard and thereby narrow our universe. But I’d rather have the universe be interpreted as being a little smaller than it really is, than being interpreted as larger than it is." --Warren Buffett (2005

Connor Leonard's presentation to the Value Investing Club at Google (LINK)

Spring 2019 issue of Graham & Doddsville (LINK)

2019 Value Investing Conference | Keynote Speaker: Kiril Sokoloff (video) (LINK)

2019 Value Investing Conference | Keynote Speaker: Lawrence A. Cunningham (video) (LINK)

Gates’s Law: How Progress Compounds and Why It Matters (LINK)

A critical step to reduce climate change - by Bill Gates (LINK)

Against the Rules with Michael Lewis (podcast): The Magic Shoebox (LINK)
Related book: Flash Boys
O Behave Podcast: Rory discusses Alchemy & The Surprising Power Of Ideas That Don’t Make Sense (LINK)
Related book: Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life - by Rory Sutherland 
The Knowledge Project Podcast: Popping the Filter Bubble (with DuckDuckGo CEO, Gabriel Weinberg) (LINK)

A Truly Remarkable Spider - by Ed Yong (LINK)

Today's Audible Daily Deal ($3.95) is one I've seen recommended by at least one science writer: The Rise and Fall of the Dinosaurs