Tuesday, January 21, 2020


My year-end letter at Sorfis is in the proofreading stage. If you are interested in receiving it as soon as it is released next week, you can sign up on the website HERE


Greenlight Q4 2019 Letter (LINK)

Fundsmith Annual Letter (LINK)

Apollo Asia Fund: the manager's report for 4Q19 (LINK)

Wealth Is What You Don’t Spend - by Morgan Housel (LINK)

Every Company Will Be a Fintech Company (LINK)

Paul Tudor Jones on CNBC (video) (LINK)

Ray Dalio on CNBC (video) (LINK)

Brian Moynihan on CNBC (video) (LINK)

Stephen Schwarzman on CNBC (video) (LINK)

David Rubenstein on CNBC (video) (LINK)

Carlos Brito on CNBC (video) (LINK)

Invest Like the Best Podcast: Rebecca Kaden – Thesis Driven Investing (LINK)

The James Altucher Show: 531 - Jocko Willink (LINK)
Related book: Leadership Strategy and Tactics: Field Manual
The Knowledge Project Podcast: #74 Jeff Hunter: Embracing Confusion (LINK)

Finding the One Decision That Removes 100 Decisions (or, Why I’m Reading No New Books in 2020) - by Tim Ferriss (LINK)

Hey, maybe the dinosaur-killer asteroid really did act alone! (LINK)