Links - 06/23/2024
“The next decade is going to belong to stock pickers. I don’t care if that’s technology companies, growth companies, industrials, financials—all of those have reasons to pick stocks and not the index. And the indexes will not outperform selecting stocks. And the ability to identify, do research, select companies that are well positioned and have valuations that are attractive, that is something that can be done today. And there are fewer people doing that.” —Bob Robotti
Richer, Wiser, Happier Podcast: A New Golden Age w/ Bob Robotti (Video, Podcast)
Oaktree Capital’s Howard Marks on US Growth, China Market, Evergrande (video) (LINK)
Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 (video) (LINK)
Larry Cunningham on WealthTrack (video) (LINK)
Wall Street’s favorite strategist discusses how to be a better investor (LINK)
Nvidia Is No Cisco, but It Is Getting Expensive (LINK)
Bg2 Podcast: Ep11. Coatue Conference Recap, Tesla & ISS Controversy (Video, Podcast)
Founders Podcast: #353 How To Be Rich by J. Paul Getty (LINK)
Short History Of... Podcast: The First Persian Empire (LINK)
Gerd Gigerenzer: Mindless Statistics (video) (LINK)
Related video: Gerd Gigerenzer | How to Stay Smart in a Smart World | Talks at Google
“Besides, as the vilest Writer has his Readers, so the greatest Liar has his Believers; and it often happens, that if a Lie be believ’d only for an Hour, it has done its Work, and there is no farther occasion for it. Falsehood flies, and the Truth comes limping after it; so that when Men come to be undeceiv’d, it is too late; the Jest is over, and the Tale has had its Effect.” —Jonathan Swift