Links - 01/15/2023
“Humility is an enormously important quality. You can’t win without it. Survival in the end is where the winners are by definition, and survival begins with humility.” —Peter Bernstein
Learning from Discount Tire’s Bruce Halle (LINK)
Jacob McDonough, what can you share on Warren Buffett’s capital allocation? A fireside chat (video) (LINK)
Related book: Capital Allocation: The Financials of a New England Textile Mill 1955 - 1985
Yet Another Value Blog: The Offshore Inflection, Part #2 (LINK)
EOA 2023 Oil Market Outlook (LINK)
Revisiting I Bonds (LINK)
An Iowa Farmer Tried to Dodge Stock-Market Turmoil. It Cost Him $900,000. - by Jason Zweig (LINK)
The Art and Science of Spending Money - by Morgan Housel (LINK)
Climate change, AI, and more from my latest AMA - by Bill Gates (LINK)
