Tuesday, July 23, 2019


"If the business is good enough, it will carry a lousy manager. And the converse case, where a really good manager gets in a really lousy business, he’ll ordinarily have a very imperfect record. In other words, it’s a rare person that can take over a textile business, totally doomed—which is what Warren [Buffett] did in his youthful folly— and turn it into what’s happened here. You should not be looking for other Warrens on the theory they’re under every bush." --Charlie Munger (2007)

The Amazon dilemma: how a tech powerhouse that fulfills our every consumer need still lets us down (LINK)
Related podcast (new): Land of the Giants
How I Spotted A Fraud (Before It Was Too Late) (LINK)

Game of Tongues: How Duolingo Built A $700 Million Business With Its Addictive Language-Learning App [H/T @ChrisPavese] (LINK)

How Disruptive Innovation addresses 3 of education’s most critical issues today (LINK)

The Investing City Podcast: 31 - Alex Rubalcava: Seed Stage Investing (LINK)

Invest Like the Best Podcast: Eric Sorenson - How Quant Evolves (LINK)

Big Questions with Cal Fussman (podcast): David Griffin: How Good People Influence Your Life (LINK)

Bill Gates reviews “Blueprint: The Evolutionary Origins of a Good Society” by author Nicholas Christakis. (LINK)

A summary of Peter Wohlleben's The Hidden Life of Trees (LINK)

A summary of Richard Hamming's book The Art of Doing Science and Engineering: Learning to Learn (LINK)
PS – The book is expensive and hard to find but here is a PDF copy of the book and if you’re more of an auditory learner, here are Hamming’s “Learning to Learn” lectures