Friday, April 17, 2020


Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (LINK)

"The Practice of Value Investing" by Li Lu (November 2019 speech, translated) (LINK)

Has This California Lab Fixed America’s Covid Test Problem? - by Michael Lewis (LINK)

Who Pays For This? - by Morgan Housel (LINK)

Rob Arnott: Why the Stock Market Hasn't Even Gotten Cheap Yet (video) (LINK)

The NBA and Microsoft - by Ben Thompson (LINK)

Mohnish Pabrai and Francis Chou Q&A with Harvard class (podcast) (LINK)

Value Investing with Legends Podcast: Dan Davidowits & Jeff Mueller – Compounding with Polen Capital (LINK)

MacroVoices Podcast #215 - Chris Cole: Dragon portfolio revisited in the eye of the storm (LINK)
Related paper: "The Allegory of the Hawk and the Serpent"
The Peter Attia Drive Podcast: #107 - John Barry: 1918 Spanish flu pandemic—historical account, parallels to today, and lessons (LINK)
Related book: The Great Influenza: The Story of the Deadliest Pandemic in History