Showing posts with label Bob Iger. Show all posts
Showing posts with label Bob Iger. Show all posts

Monday, April 13, 2020

Links

A Primer on Reading Annual Reports [H/T @CrowdedTradeCap] (LINK)

Bob Iger Thought He Was Leaving on Top. Now, He’s Fighting for Disney’s Life. (LINK)

Steve Bregman on Debt Debasement (audio) (LINK)

Mohnish Pabrai: A Bull's View in a Virus Shop (LINK)

Paul Black Investor Update March 2020 (video) [H/T @mastersinvest] (LINK)

Learning from Charles Schwab (LINK)

Federal Reserve has encouraged moral hazard on a grand scale - by Jonathan Tepper ($) (LINK)

Value Hive Podcast: 20: Survival of The Permanent w/ Brent Beshore, Permanent Equity (LINK)

Venture Stories Podcast: Nir Eyal on His New Book, “Indistractable: How to Control Your Attention and Choose Your Life” (LINK)

The Great Influenza of 1918 (LINK)
Related book: The Great Influenza: The Story of the Deadliest Pandemic in History
Standing on the Shoulders of Giants: The Key to Innovation (LINK)

How Anthony Fauci Became America’s Doctor (LINK)

Tuesday, February 18, 2020

Links

"The cost of every deal we do is measured by the second best deal that’s around at a given time, including doing more of some of the things we’re already in." --Warren Buffett (2001)

"Charlie and I always figure that our cost of capital is what could be produced by our second best idea. And then our best idea has to exceed that." --Warren Buffett (2014)

Twenty Years of Owning Berkshire Hathaway (LINK)

Broyhill 2019 Annual Letter (LINK)

Risk and loss aversion in ergodicity economics (LINK)

The a16z Marketplace 100 (LINK)

The Cutting Room Files, Part 7: Europe - by Peter Zeihan (LINK)

Bob Iger on The Bill Simmons Podcast (LINK)

Ben Thompson on The Bill Simmons Podcast (LINK)

The Acquirers Podcast: Dylan Grice (LINK)

Macro Voices Podcast: #206 Chris Cole: Optimizing portfolio construction for changing times [22:02 mark] (LINK)

Capital Allocators Podcast: Dan Rasmussen (LINK)

Acquired Podcast: Sequoia Capital Part II (with Doug Leone) (LINK)

Sir William Osler’s Advice to Students: Practice Concentrating on Hard Things (LINK)

The Cascading Consequences of the Worst Disease Ever - by Ed Yong (LINK)

Thursday, January 16, 2020

Links

"Another mistake that people often make is that they compare themselves with others who are making more money than they are and conclude that they should emulate the others’ actions ... after they’ve worked. This is the source of the herd behavior that so often gets them into trouble. We're all human and so we’re subject to these influences, but we mustn’t succumb. This is why the best investors are quite cold-blooded in their professional activities." --Howard Marks (Source)

The Tim Ferriss Show (podcast): #406: Bob Iger — CEO and Chairman of Disney (LINK)
Related book: The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company
MOI Global: Selected Session Highlights from Best Ideas 2020 (LINK)

Patrick O’Shaughnessy's Q4 2019 Letter to Investors (LINK)

The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (LINK)

Where the Shelters Are Full and the Skyscrapers Are Vacant (LINK)

IEA Conversations (podcast): Matt Ridley: The last decade was the best in human history (LINK)

Macro Voices Podcast: #202 Grant Williams [enters at the 16:33 mark] (LINK)

Freakonomics Radio (podcast): The Opioid Tragedy, Part 1: “We’ve Addicted an Entire Generation” (LINK)

Weird dust clouds orbiting our galaxy’s central black hole may be weirder than we thought (LINK)

This Strange Microbe May Mark One of Life’s Great Leaps [H/T Linc] (LINK)

How Did Humans Boil Water Before the Invention of Pots? (LINK)

"No tree which the wind does not often blow against is firm and strong; for it is stiffened by the very act of being shaken, and plants its roots more securely: those which grow in a sheltered valley are brittle: and so it is to the advantage of good men, and causes them to be undismayed, that they should live much amidst alarms, and learn to bear with patience what is not evil save to him who endures it ill." --Seneca ("On Providence")

Monday, October 14, 2019

Links

"The businesses at the top of my portfolio are not necessarily going to be the ones that perform the best over the long term but are the ones I know will perform." --Chris Bloomstran [Source

1986 article: How to Tame the Casino Society - by Warren E. Buffett [H/T Linc] (LINK)

Non-Ergodicity and its Implications for Businesses and Investors - by Sanjay Bakshi (LINK)

A Big Little Idea Called Ergodicity (Or The Ultimate Guide to Russian Roulette) (LINK)

Nassim Nicholas Taleb on Skin in the Game (video) (LINK)
Related book: Skin in the Game
Robert G. Hagstrom on Liberal Arts Investing (video) (LINK)

Making a Killing with Bethany McLean (podcast): Tesla, and why "Elon Musk doesn't care about you" (LINK)

The Acquirers Podcast: Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion and the base rate (LINK)

Robert Iger talks with Oprah Winfrey about his career at Disney (video) (LINK)
Related book: The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company
Yuval Noah Harari & Steven Pinker in conversation (video) (LINK)

The world is uniting to help this group - by Bill Gates (LINK)
Bill Gates delivers a speech at the Global Fund Replenishment conference in France.
The Many Contradictions of Thomas Edison - by Derek Thompson (LINK)
Related book: Edison - by Edmund Morris
It's only $4.99. But Costco's rotisserie chicken comes at a huge price (LINK)

A tweetstorm from Tren Griffin about wholesale transfer pricing power (LINK)

Why So Negative? - by Peter Zeihan (LINK)

What Economists (Including Me) Got Wrong About Globalization - by Paul Krugman (LINK)

Odd Lots Podcast: Why Governments Haven’t Learned The Lessons Of Japan (LINK)

The New Yorker Radio Hour (podcast): New Yorker Writers on Hong Kong, and Nixon After Tiananmen Square (LINK)

The New Yorker: Politics and More Podcast: Trump’s Abandonment of the Kurds Appeases Erdoğan and Infuriates Republicans (LINK)
Dexter Filkins joins Dorothy Wickenden to discuss how the incursion into Syria is affecting one of the most volatile regions in the world, and what it could mean for Trump’s Presidency.
5 Tenets of a Negative Self-Help - by Mark Manson (LINK)

Magnetars are the most powerful magnets in the Universe. Here's how they're made. - by Phil Plait (LINK)

What Made Me Reconsider the Anthropocene - by Peter Brannen (LINK)

Friday, October 5, 2018

Links

"I do find that most creative people end up applying different rules to their lives—in terms of how their lives are managed—because creativity doesn't necessarily conform to more traditional boundaries; whether their hours of work, places of work, circumstances. What you have to accept with creators and creativity is that one rule doesn't apply. It's whatever works for them." --Bob Iger

Bob Iger’s Bets Are Paying Off Big Time for Disney (LINK)

Howard Marks talks with Barry Ritholtz (podcast) (LINK)
Related book: Mastering the Market Cycle
Robert Vinall with an excellent letter on the 10-year anniversary of his fund [registration required] (LINK)

A great list of Investment Resources [H/T Linc] (LINK) [It may be especially worthwhile to read THIS, 10 years after the event.]

JPMorgan Chase CEO Jamie Dimon doesn't think he has too much power in this economy (Corner Office podcast) (LINK)

Fannie Mae, Freddie Mac, Investor Sentiment and the Housing Market -  by John Huber (LINK)

Risk Management - by Morgan Housel (LINK)

How Humans Get Hacked: Yuval Noah Harari & Tristan Harris Talk with WIRED (video) (LINK)
Yuval Noah Harari, historian and best-selling author of Sapiens, Homo Deus and 21 Lessons for the 21st Century, and Tristan Harris, co-founder and executive director of the Center for Humane Technology, speak with WIRED Editor in Chief Nicholas Thompson.
Lawrence Burns: "AUTONOMY: The Quest to Build the Driverless Car" | Talks at Google (LINK)

Yale Is Said to Invest in Crypto Fund That Raised $400 Million (LINK)

The Fed on Unemployment and the Future - by Frank K. Martin (LINK)

Jim Grant on CNBC yesterday (video) (LINK)

Michael Lewis calls Trump's approach to staffing the government 'insane' (video) [H/T Linc] (LINK)
Related book: The Fifth Risk
For Real Vision subscribers, Kyle Bass sits down with Graham Allison, author of Destined for War: Can America and China Escape Thucydides’s Trap?, to chat about China, geopolitics, history, and more (LINK) [If you're not a subscriber and would to join or take a free trial, you can sign up HERE.]

Human Action: A Chapter-by-Chapter Summary (LINK)

Four roads we call customer service - by Seth Godin (LINK)

On the Law of Diminishing Specialization - by Cal Newport (LINK)

Your Work Is the Only Thing That Matters - by Ryan Holiday (LINK)

A Controversial Virus Study Reveals a Critical Flaw in How Science Is Done - by Ed Yong (LINK)

Slightly More Than 100 Fantastic Articles [H/T Phil] (LINK)
A list of nonfiction journalism from 2017 that will stand the test of time.