Friday, September 20, 2019


The Netflix three-part docuseries, "Inside Bill's Brain: Decoding Bill Gates," was released today.

A Taxonomy of Moats - by Jerry Neumann (LINK)

How We Should Bust an Investing Myth - by Jason Zweig ($) (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 Strangers
The 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.