Links - 02/08/2024
“A value investor to us means buying something for less than it’s worth. We don’t view growth as the opposite of value. We view anti-value as the opposite of value.” —David Einhorn
Masters in Business Podcast: David Einhorn: Market Structures Are Broken (LINK)
Broyhill Partners’ Q4 Letter (LINK)
The Memo by Howard Marks Podcast: Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (LINK)
Related memo: “Easy Money”; Related book: The Price of Time
How Systems, Culture, and Loyalty Enable Compounding (LINK)
On Spatial Computing, Metaverse, the Terms Left Behind and Ideas Renewed - by Matthew Ball (LINK)
Today’s Value Investing World newsletter is sponsored by Sorfis Investments. To discuss any Investment Management or Retirement Planning needs that you might have, schedule a call, or send us an email, today.
Odd Lots Podcast: NY Community Bancorp’s Problems in the Rent-Stabilized Market (LINK)
Squawk Pod Podcast: Bonus Episode: Google CEO Sundar Pichai 02/08/24 (LINK)
Freakonomics Radio Podcast: The Brilliant Mr. Feynman (Part two of a three-part series.) (LINK)
The Greek Way (LINK)
Schopenhauer’s Advice on How to Achieve Great Things (LINK)
“Cease to inquire what the future has in store, and take as a gift whatever the day brings forth.” —Horace