"I think it’s hugely a mistake to think only about your probable misfortunes. You should also think about what’s good about your situa...

MOI Global: Chris Bloomstran at Intelligent Investing in Crisis Mode 2020 (audio) ( LINK ) Related previous post: Semper Augustus Investme...

CNN coronavirus town hall Part 4: Bill Gates explains why he sounded the alarm about an impeding pandemic in 2015 and lessons the US can lea...

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...

Link to Memo: Latest Update -- March 19, 2020 After giving our clients a few days to digest it, we’d like to share this memo from Thursday...

Oaktree Relative Value Conversation with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard (video) ( LINK ) Seth Klarman ...

BIN There, Done That: How to Reduce the Sources of Forecasting Error - by Michael Mauboussin and Dan Callahan ( LINK ) Value Investing wit...

Keeping the Coronavirus from Infecting Health-Care Workers - by Atul Gawande ( LINK ) Why the Coronavirus Has Been So Successful - by Ed Y...

Bill Gates reddit AMA about COVID-19 ( LINK ) Tom Russo on Intelligent Investing in Crisis Mode (audio) ( LINK ) GMO White Paper | Memo ...