Saturday, December 21, 2019


"Many people believe that investors must make the macro decision to be either bullish or bearish. Our preference is to be agnostic, objectively finding absolute bargains, and in their absence, holding cash. In short, we are neither bullish nor bearish. We are value-ish." --Seth Klarman

Peter Lynch: How to Find Growth Opportunities in Today’s Stock Market (LINK) ["My best stocks have been ones where I didn’t have to worry about the big picture."]

Fidelity’s Peter Lynch: Do your research, don’t ‘play’ the market (video) [H/T Linc] (LINK)

Value Investing with Legends Podcast: Bruce Greenwald - Staying on the Right Side of the Trade (LINK)

Masters of Scale with Reid Hoffman (podcast): Bill Gates — The biggest success story you haven’t heard (LINK)

Fall 2019 Exhibit | Finding the Edge: The Work and Insights of Edward O. Thorp (video) (LINK)

Druckenmiller on 2020 Outlook, Monetary Policy, U.S. Election (video) (LINK)

All Asset All Access – Insights from Research Affiliates (LINK)

Could It Be That a Minsky “Moment” Lurks in the Shadows? - by Frank K. Martin (LINK)

11 Lessons from the Success of Disney+ - by Matthew Ball (LINK)

SoftBank Vision Fund Employees Depict a Culture of Recklessness (LINK)

Key Countries Aren’t Ready for Historic Ship-Fuel Switch (LINK)

The Market Huddle Podcast: Christmas with Kuppy (LINK)

Acquired Podcast: Convoy (with CEO Dan Lewis) (LINK)

The Disruptive Voice Podcast: Choosing College: Bob Moesta and Michael Horn on Why We Hire Education (LINK)

Doctors Prescribe More of a Drug If They Receive Money from a Pharma Company Tied to It (LINK)

Farnam Street’s 2019 Annual Letter to Readers (LINK)

The Infinite Game - by Blas Moros (LINK)
I wrote an essay I wish I had been given when I graduated from college, retired from tennis, and began the transition from student-athlete to the “real world.” 
Through this essay, I hope to provide some awareness and tools, namely around self-reflection and self-awareness, how to think about how to spend your time, what to look for in a job, and the importance of coaches and mentors. 
While written through the lens of a student-athlete, hopefully some of these principles and tools apply to a broader audience.