"It's one thing to have an opinion, and something very different to act as if it's right." --Howard Marks The CFA Insti...

Amid the Coronavirus Crisis, a Regimen for Reëntry - by Atul Gawande ( LINK ) Scanning for answers to a pandemic - by Bill Gates ( LINK ) ...

"In terms of generally advancing within organizations, I think you’d be surprised at how little competition you really  have if you st...

"Speculators may do no harm as bubbles on a steady stream of enterprise. But the position is serious when enterprise becomes the bubbl...

"As I've gotten older...I could not help but notice the effect on people of the stories they told about themselves. If you listen ...

"If the business changes in a material way, you’d better change your business model. Or somebody else will. And then you’ll even have ...

My Learning Process - by Blas Moros ( LINK ) Why Time Has Slowed - by Morgan Housel ( LINK ) Bill Miller On Why Coronavirus Sell Of...

Here's what's in the $2T stimulus package — and what's next ( LINK ) GMO White Paper | Memo to the (Virtual) Investment Commit...

Bill Gates speaks with TED's Chris Anderson about COVID-19 (video) ( LINK ) How Will the Coronavirus End? - by Ed Yong ( LINK ) Atul...

"I think that the most important investment you can make is in yourself. Very, very, very few people get anything like their potential...

On Howard Marks’ Memos ( LINK ) Portrait of an Inessential Government Worker - by Michael Lewis ( LINK ) Related book:  The Fifth Risk ...

"You might have good reason to pray for a tornado, whether it comes in the shape of swirling winds, or a politician. You imagine the t...

"We don’t play big trends. We don’t think about demographic trends or anything of the sort.... Big trends, they just don’t mean that m...

"Do not spoil what you have by desiring what you have not; remember that what you now have was once among the things you only hoped fo...

"Now the search expenses that brought us Ajit Jain, now there was an investment that really paid a dividend. I can think of no higher ...

"Charlie and I spend no time thinking or talking about what the stock market is going to do, because we don’t know. We do know, someti...

"Inflation destroys value, but it destroys it very unequally. The best business to have during inflation is one that retains its earni...

"The best investment you can have, for most people, is in your own abilities." --Warren Buffett Some presentation slides are ...

"The history of much of which we don’t like in modern corporate capitalism comes from an unreasonable expectation, communicated from h...

Released today:  The Great Mental Models: General Thinking Concepts A Regulatory Framework for the Internet - by Ben Thompson ( LINK ) F...