Sunday, November 24, 2019


The Bus Ticket Theory of Genius - by Paul Graham (LINK)

It’s Slow Going, but Stuff Like Wheat and Oil Can Spice Up Your Returns - by Jason Zweig ($) (LINK)
The best time to get interested in an investing strategy is when its performance is at its worst. By that standard, commodities are starting to look intriguing.
Everyone Gets Paid in CBS-Viacom Except Shareholders [H/T @JohnHuber72] (LINK)

Health Care Without (much) Government - by Russ Roberts (LINK)

How to Reverse Engineer Biology (LINK)

Full Disclosure Podcast: The Overachieving Underwriter [H/T @rationalwalk] (LINK)
Markel Corp vice chairman Steve Markel on the insurer and investment shop as it approaches its 90th year in business. Worth $15 million when its shares debuted on Wall Street in 1986, Markel Corp is now a Fortune 500 member in 18 countries that is valued at more than $16 billion.
Grant’s Current Yield Podcast: It’s a gusher (LINK)

Exponent Podcast: 178 — More Ergonomic (LINK)

The Knowledge Project Podcast -- Scott Adams: Avoiding Loserthink (LINK)

One Man's Wild Quest to Reach the Bottom of Every Ocean [H/T @MebFaber] (LINK)