Thursday, January 30, 2020


"Part of investing and calculating intrinsic values is if you get the wrong answer when you get through [doing the work] — in other words, if it says don’t buy, you can’t buy just because somebody else thinks it’s going to go up or because your friends have made a lot of easy money lately or anything of the sort. You just have to be able to walk away from anything that doesn’t work.... You also have to walk away from anything you don’t understand." --Warren Buffett (1997)

Being a Noob - by Paul Graham (LINK)

Michael Mauboussin's Spring 2020 Security Analysis Course Syllabus (LINK)

Horizon Kinetics: 4th Quarter 2019 Commentary (LINK)

The Economist as Scapegoat - by Russ Roberts (LINK)

Tech in 2020: Standing on the shoulders of giants - by Benedict Evans (LINK)

On Bill Gurley’s Above the Crowd (LINK)

Access to all the Videos from Stoicon 2019 in Athens (LINK)