Thursday, November 14, 2019


"I would say that I like a certain amount of social intervention that takes some of the inequality out of results in capitalism. But I hate, with a passion, rewarding anything that can be easily faked. Because I think then people lie, and lying works, and the lying spreads. And I think your whole civilization deteriorates." --Charlie Munger (1996)

Sam Zell on Bloomberg TV discussing buying distressed oil assetsdiscussing WeWork, and discussing why he's not investing in Hong Kong.

Past as Prologue - by Frank K. Martin (LINK)

The Case Against Boeing (LINK)

Stephen Schwarzman on The David Rubenstein Show (video) (LINK)
Related book: What It Takes: Lessons in the Pursuit of Excellence
Planet MicroCap Podcast: 100 - Investing: It’s All About the Journey with Ian Cassel (LINK)

The Joe Rogan Experience (podcast): #1383 - Malcolm Gladwell (LINK)
Related book: Talking to Strangers
The Tim Ferriss Show (podcast): #395: Jocko Willink Takeover — On Quitting, Relationships, Financial Discipline, Contrast Baths, and More (LINK)