Wednesday, April 22, 2020


"If I think I can make very good money, as we did on Harley-Davidson, with a very simple decision, just a question of, 'Are they going to go broke or not?' as opposed to a tougher decision, 'Is the motorcycle market going to get diminished significantly? And, you know, are the margins going to get squeezed somewhat?' And all of that. I’ll go with a simple decision." --Warren Buffett (2010)

The Art of Survival - by Ian Cassel (video) (LINK)

Giverny Capital 2019 Annual Letter to Partners (LINK)

How Tech Can Build - by Ben Thompson (LINK)

In the Coronavirus Era, the Force Is Still With Jack Dorsey (LINK)

2015 article... That Time I Tried to Buy an Actual Barrel of Crude Oil (LINK)

Invest Like the Best Podcast: Manny Stotz - Frontier Markets Investing (LINK)

The Amish Health Care System [H/T @jtepper2] (LINK)

PBS FRONTLINE: Coronavirus Pandemic (video) (LINK)