Tuesday, October 22, 2019


"If you can protect downside, you don't need to figure out upside. In fact, those will give you the best upside because markets hate them till the upside is clearly visible." --Mohnish Pabrai

How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund's office in Zurich (video) [H/T @mstafford] (LINK)

Satya Nadella at Stanford (video) (LINK)

Oaktree Insights: Emerging Markets Equities Strategy Video (LINK)

Useful Biases - by Morgan Housel (LINK)

Netflix Versus Blockbuster (LINK)

Neumann to Get Up to $1.7 Billion to Exit WeWork as SoftBank Takes Control ($) (LINK)

Death and Deals: Sick Children Suffer, Private Equity Profits (LINK)

The Joe Rogan Experience (podcast): #1366 - Richard Dawkins (LINK)