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

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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)