Links - 01/01/2023
“Patience is a product of confidence and trust.” —Peter Kaufman [as shared by Nick Sleep in the link below]
Thinking about how to think: Short-term vs long-term - by Nick Sleep [H/T @WilliamGreen72] (LINK)
A Story of Courage and Hope from the Life of Charlie Munger (who turned 99 today) (LINK)
Book Review: Damn Right! — Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger (LINK)
Daily Journal will hold a virtual annual meeting this year on February 15th (LINK)
What Happens to Oil if China Re-opens? (LINK)
Bridgewater Associates: Karen Karniol-Tambour on the Challenge of Investing in the Current Environment (video) (LINK)
Welcome to 2023 (LINK)
2022 Personal Annual Report Framework - by Shane Parrish (LINK)
The Investor’s Podcast: Money and Happiness w/ William Green (LINK)
The Investor’s Podcast: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch (LINK)
Behind the Balance Sheet Podcast: Episode 18 - Damsel in Distressed (LINK)
Moment of Zen Podcast: Marc Andreessen (Part 1, Part 2)
The Tech Strategy Podcast: 4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (LINK)
The Jolly Swagman Podcast: #142: Talent Is That Which Is Scarce — Tyler Cowen (LINK)
The Tim Ferriss Show Podcast: #647: Mark Manson (LINK)
Short History Of... Podcast: Shakespeare (LINK)
“Habits do not restrict freedom. They create it. In fact, the people who don’t have their habits handled are often the ones with the least amount of freedom. Without good financial habits, you will always be struggling for the next dollar. Without good health habits, you will always seem to be short on energy. Without good learning habits, you will always feel like you’re behind the curve.” —James Clear