Links - 02/10/2025
“That’s the key lesson. Investing is not about buying good things, but about buying things well – and if you don’t understand the difference, you shouldn’t be an investor…. There is nothing so good that it can’t become overpriced and dangerous. Conversely, there’s almost nothing so bad that it can’t be a good buy at a low enough price.” —Howard Marks [Source]
Deep Research and Knowledge Value - by Ben Thompson (LINK)
What You Should Do About the Stock Market’s Giant Problem - by Jason Zweig (LINK)
AI and the Mag 7: What will be the ROI on AI spend? - by Daniel Rasmussen (LINK)
Building Mosaics - by Todd Wenning (LINK)
Richer, Wiser, Happier Podcast: Billionaire Brit w/ Terry Smith (Video and Transcript, Podcast)
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The Investor’s Podcast: The Secret to Buffett’s Business Success w/ Lawrence Cunningham (LINK)
Founders Podcast: #378 The Last Oil Baron: Leon Hess (LINK)
SmartLess Podcast: “Bill Gates” (LINK)
The Rest Is History Podcast: Horror in the Congo: The Nightmare Begins (Part 1) (LINK)
“When dealing with people, let us remember we are not dealing with creatures of logic. We are dealing with creatures of emotion.” —Dale Carnegie