Links - 02/10/2024
“I’m not a polymath. What I am is a guy who has been able to take moderate obsession and a long attention span and turn them into pretty good results. Of course, a long attention span will help you a lot, if you’re reasonably smart.” —Charlie Munger (2022)
Fireside Chat with Dr. John C. Malone (video) (LINK) [There is also a video about the story of Malone, which includes interviews with others talking about him from last summer. This award, the Singleton CEO Prize, was awarded back in November, and it seems the Fireside Chat probably occurred around that time. This conversation also reminded me of the chat between Todd Combs and Charlie Munger back in 2022 (Audio, Transcript) which also occurred after Munger was awarded a Singleton Prize.]
The Investor’s Podcast: TIP606: Multi-Bagger First Principles w/ Ian Cassel (Video, Podcast)
The Meb Faber Show: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla (Video, Podcast)
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