Monday, July 15, 2019


The Streaming Wars: Its Models, Surprises, and Remaining Opportunities - by Matthew Ball (LINK)

Star of the North: How Warren Buffett Bought the Best Industrial Firm in Israel [H/T Linc] (LINK)

William Nygren at the Ben Graham VI Conference (video) (LINK)

Joel Greenblatt at the Ben Graham VI Conference (video) (LINK)

Bob Robotti at the Ben Graham VI Conference (video) (LINK) [His Subsea 7 thesis starts around the 7-minute mark.]

40 Years Later, Lessons From the Rise and Quick Decline of the First ‘Killer App’ ($) (LINK)

Meditations On Meditation - by Blas Moros (LINK)

The Promise and Price of Cellular Therapies - by Siddhartha Mukherjee (LINK)