A Taxonomy of Moats - by Jerry Neumann (LINK)
Three Things I Think I Think – Repo Madness! - by Cullen Roche (LINK)
Jim Chanos videos on CNBC on why he's shorting DaVita and shorting Grubhub.
Exponent Podcast: 173 — The Exponent IPO (LINK)
The Bill Simmons Podcast: Malcolm Gladwell (LINK)
Related book: Talking to StrangersThe Quiet Disappearance of Birds in North America - by Ed Yong (LINK)
Though the continent has lost 3 billion birds since 1970, those losses are hard to glean because it’s the commonest species that have been hit hardest.
The Real Danger of Booze-Making Gut Bacteria - by Ed Yong (LINK)
Microbes can produce so much alcohol that people become drunk—and sustain liver damage—without touching any booze.
Book of the day [H/T @mjmauboussin]: Patient Capital: The Challenges and Promises of Long-Term Investing