Wednesday, May 8, 2019


"Now the search expenses that brought us Ajit Jain, now there was an investment that really paid a dividend. I can think of no higher return investment that we’ve ever made that was better than that one. And I think that’s a good life lesson. In other words, getting the right people into your system can frequently be more important than anything else." --Charlie Munger (2005)

GMO Quarterly Letter: Stop Worrying About Your Portfolio (LINK)

Notes From Sohn New York Investment Conference 2019 (LINK)

Google Fights Back - by Ben Thompson (LINK)

Matthew Ball's latest articles (parts 6 and 7) on Netflix misunderstandings came out last week.... Here are links to all 7 parts to date (Part 1, Part 2, Part 3, Part 4, Part 5, Part 6, Part 7)

Against the Rules with Michael Lewis (podcast): Baby Judge School (LINK)

Invest Like the Best Podcast: Stephanie Cohen – The Evolution of M&A and Corporate Strategy (LINK)

Mr. Rogers’ Nine Rules for Speaking to Children (LINK)

Will You Choose Alive Time or Dead Time? - by Ryan Holiday (LINK)

The Birth-Tissue Profiteers - by Caroline Chen (LINK)