Monday, October 21, 2019


The Internet and the Third Estate - by Ben Thompson (LINK)

25th Anniversary of Financial Shenanigans with Howard Schilit - Author Series: Financial Reporting & Analysis Edition (May 2018 video) [H/T @colemanrhawkins] (LINK)
Related book: Financial Shenanigans
Greenhaven Road Capital's Q3 Letter [H/T @mastersinvest] (LINK)

Massif Capital Q3 Letter (LINK)

Patience: An Undervalued Virtue - by Frank K. Martin (LINK)

The Acquirers Podcast: Joseph Boskovich talks with Tobias Carlisle about finding great owner/operators (LINK)

Grant’s Current Yield Podcast: Time to make the Donuts (LINK)

North Star Podcast: Ryan Holiday: Timeless Lessons From History (LINK)
Related book: Stillness Is the Key
A Textbook Evolutionary Story Is Wrong - by Ed Yong (LINK)