Friday, May 17, 2019


"The job of the board is to get the right CEO, to prevent that CEO from overreaching. Because sometimes you have some people that are very able, but they still want to take it all for themselves. But if they take nothing and they’re the wrong CEO, they’re still a disaster. So low pay itself is not the criteria. So you want the right CEO. You do not want them overreaching. And then I think the board needs to exercise independent judgment on important acquisitions, because I think CEOs — even smart CEOs — are motivated, frequently, in acquisitions by other than rational reasons." --Warren Buffett (2006

Value Investing with Legends Podcast: The All-Important Power of Consumer Brands (with Tom Russo) (LINK)

Kyle Bass on Bloomberg (video) (LINK)

My Way or the Huawei - by Peter Zeihan (LINK)

Dan Rasmussen talks small, cheap and levered stocks with Tobias Carlisle on The Acquirers Podcast (LINK)

The World According to Boyar Podcast: Howard Lorber (LINK)

Five Good Questions Podcast: Mark Moffett - The Human Swarm (LINK)

Recode Media with Peter Kafka: Eugene Wei explains why we’re all ‘status monkeys’ on social media (LINK)

A Waste of 1,000 Research Papers - by Ed Yong (LINK)