Monday, June 17, 2019


"More money is made by thinking than is ever made by buying and selling." --Adrian Cantwell (via Asia's Investment Prophets)

Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.): “Great Businesses vs. Great Investments” (video) (LINK)

Mohnish Pabrai's Webcast Q&A Session with Students at London Business School (video) (LINK)

What Yogi Berra Would Have Said About This Bull Market - by Jason Zweig ($) (LINK)

GE’s Larry Culp Faces Ultimate CEO Test in Trying to Save a Once-Great Company (LINK)

James Grant: The Fed will cut in June (video) (LINK)

Choosing the Wrong Lane in the Race to 5G (LINK)

A Few Thoughts On Public Speaking - by Morgan Housel (LINK)

What Really Happened to Malaysia’s Missing Airplane - by William Langewiesche (LINK)

32 Thoughts From a 32-Year-Old - by Ryan Holiday (LINK)

EconTalk Podcast: Anja Shortland on Kidnap (LINK)
Related book: Kidnap: Inside the Ransom Business
The Peter Attia Drive Podcast: #58 – AMA with sleep expert, Matthew Walker, Ph.D. (LINK)

Book of the day [H/T Claire Barnes]: The Purpose of Capital