Links - 04/11/2024
“When undemanding investors appear, they’ll buy anything. Underwriting standards fall, and it gets hard for demanding investors to find opportunities offering the return and risk balance they require, so they’re forced to the sidelines. Demanding investors must be willing to be inactive at times.” —Howard Marks
Andy Jassy’s 2023 Letter to Shareholders (LINK)
Anti-Aging Tips From Blackjack and Finance Guru Ed Thorp (LINK)
The “Lesson I Have Learned” Mindset - by David Epstein (LINK)
Gemini 1.5 and Google’s Nature - by Ben Thompson (LINK)
Today’s Value Investing World newsletter is sponsored by Sorfis Investments. To discuss any Investment Management or Retirement Planning needs that you might have, schedule a call, or send us an email, today.
Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks (video) (LINK)
Business Breakdowns Podcast: Embraer: Defying Gravity (LINK)
Odd Lots Podcast: Tractor Supply’s CEO on How It Escaped the Post-Pandemic Curse (LINK)
The Business Brew Podcast: Matthew Sweeney - Discussing Value (LINK)
How Leaders Lead Podcast: Jon Rahm, Professional golfer and defending Masters champion — Own your decisions (LINK)
“The greatest happiness of life is the conviction that we are loved — loved for ourselves, or rather, loved in spite of ourselves.” —Victor Hugo
“Being deeply loved by someone gives you strength, while loving someone deeply gives you courage.” —Lao Tzu