Links - 02/07/2022
“If I go through my career, there's a lot of disappointments; there's a lot of things that didn't go right. But those aren't the things that make you. It's how you bounce back, and where you move on from there—and what you learn from those things. It's kind of 'the river flows'.... You have to make choices on where your life goes, but you never stop flowing. You never stop riding the river.... You kind of keep pushing forward, because you're going to have disappointments, you're going to have problems in your life, you're going to have different things that go wrong, but that's not what's going to define you. What's going to define you is how you recover from those things and how you move on.” —David Tepper
David Tepper: The King of Bouncing Back (LINK)
Westwing: A Shoppable Magazine - by Steve Vafier (LINK)
The rise of defense tech is bringing Silicon Valley back to its roots (LINK)
GameStop Investors Still Await Riches From Epic Short Squeeze (LINK)
Contortion Nation (LINK)
New Constructs CEO David Trainer on Why He's Short Netflix... But Long Disney (video) (LINK)
Kevin Mayer on the streaming wars (video) (LINK)
The Price of Admission | Charlie Bilello (video) (LINK)
A history of risk in the stock market. The price an investor must pay in order to receive higher returns.
This Week in Intelligent Investing Podcast: The Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of Journalism (LINK)
Yet Another Value Podcast: Jon Boyar thinks SMG’s stock is set to grow (LINK)
Excess Returns Podcast: Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks (LINK)
All-In Podcast: Ryan Petersen and understanding supply chain issues (LINK)
This Week in Startups Podcast: John Doerr of Kleiner Perkins with Ryan Panchadsaram + VC Sunday School: cap table management | E1379 (LINK)
Asia Tech Strategy Podcast: Coinbase and How Web 3.0 Is Different (LINK)
The Investor’s Podcast: TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche (LINK)
Odd Lots Podcast: This Is What Happened to the Price of Nails Over the Last 330 Years (LINK)
The Rest Is History Podcast: 148. The Vikings Go East (LINK)
Dan Carlin's Hardcore History: Addendum Podcast: EP19 Asymmetrical Perspectives (LINK)
“The reason to win the game is so that you can be free of it.” —Naval Ravikant