Thursday, December 5, 2019


Here's an example of how great of a resource Twitter can be at times.... Cliff Asness and Tren Griffin were disagreeing about the source of Berkshire Hathaway's outperformance over the years, and then Chris Bloomstran—who is probably the world expert on Berkshire Hathaway outside a handful or two of company insiders—chimes in with a 22-Tweet thread on the topic.

Conover Investment Advisory's December 2019 Newsletter: Inside the Great Wall (LINK)

Unintended Perk of the Online Mattress Boom: Never-Ending Free Trials ($) (LINK)

Superinvestors and the Art of Worldly Wisdom Podcast: #31: Rob Arnott On Engineering A Better Index (LINK)

Freakonomics Radio (podcast): 399. Honey, I Grew the Economy (LINK)

The Tim Ferriss Show (podcast): #399: Adam Grant — The Man Who Does Everything (LINK)

Conversations with Tyler (podcast): Daron Acemoglu on the Struggle Between State and Society (LINK)

A white dwarf is cooking a giant planet and slowly eating it - by Phil Plait (LINK)

Why Smallpox Is No More but Polio and Other Diseases Persist (LINK)

Book of the day: The World in a Grain: The Story of Sand and How It Transformed Civilization