Links - 02/20/2024
“If our predictions have been a little better than other people’s, it’s because we tried to make fewer of them.” —Charlie Munger
Sorfis Investments’ 2023 Annual Letter to Clients (LINK)
Value After Hours: S06 E07: New Constructs’ David Trainer on forensic accounting analysis, AI and ML (video) (LINK)
Sora, Groq, and Virtual Reality - by Ben Thompson (LINK)
Why is Google killing cookies? (LINK)
Inside look at U.S. Navy response to Houthi Red Sea attacks | 60 Minutes (video) (LINK)
Lex Fridman Podcast #413: Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech (Video, Podcast)
Acquired Podcast: Hermès (LINK)
Founders Podcast: #339 Joseph Duveen: Robber Baron Art Dealer (LINK)
The 10-K Podcast: Sears, Roebuck, and Company - 1907 Annual Report (LINK)
Invest Like the Best Podcast: Cyan Banister - Investing for a Higher Purpose (LINK)
The Knowledge Project Podcast: #188: Bryan Johnson: Five Habits for Longer Living (LINK)
Plain English Podcast: How to Have the Hardest Conversations—in Marriage, Politics, and Life [w/ Charles Duhigg] (LINK)
Related book: Supercommunicators
Oscar winning actor & writer Tom Hanks gives the Oxford Union an acting lesson (video) (LINK)
“There are two ways of being happy: We may either diminish our wants or augment our means — either will do — the result in the same; and it is for each man to decide for himself, and do that which happens to be the easiest. If you are idle or sick or poor, however hard it may be to diminish your wants, it will be harder to augment your means. If you are active and prosperous or young and in good health, it may be easier for you to augment your means than to diminish your wants. But if you are wise, you will do both at the same time, young or old, rich or poor, sick or well; and if you are very wise you will do both in such a way as to augment the general happiness of society.” —Benjamin Franklin [Source]