Links - 02/22/2022
“When things go bad, all kinds of things correlate that no one ever dreamed correlated.... And there’s nothing more deadly than unrecognized concentrations of risk, but it happens all the time.” —Warren Buffett (2003)
Mohnish Pabrai Calls Meta Platforms (FB: US) an “Easy Double” (video) (LINK)
On Humility and Independence - by Jason Zweig (LINK)
Shopify’s Evolution - by Ben Thompson (LINK)
What Canada Means for Crypto (LINK)
EMPLOYEE BENEFIT FUNDS - PART III – HOW DID ‘ERISA’ AFFECT RJR? - by Gene Hoots (LINK)
George Washington’s Farewell Address (LINK)
Against the Rules with Michael Lewis: Other People’s Money Podcast: Anne Clarke Wolff on the Wages of Sexism (LINK)
Grant’s Current Yield Podcast: Meme stock mania [w/ Spencer Jakab] (LINK)
Investing by the Books Podcast: #16 Robert Hagstrom: Investing - The Last Liberal Art (LINK)
Invest Like the Best Podcast: Frank Slootman - Narrow the Focus, Increase the Quality (LINK)
Acquired Podcast: Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt) (LINK)
The Knowledge Project Podcast: #131 Matthew Walker: The Power of Sleep (LINK)
Paul Farmer’s legacy is the lives he saved - by Bill Gates (LINK)
The Dead Red Planet Part 1: If ancient Mars had oceans, where exactly were they? - by Phil Plait (LINK)
“What difference does it make how much there is laid away in a man’s safe or in his barns, how many head of stock he grazes or how much capital he puts out at interest, if he is always after what is another’s and only counts what he has yet to get, never what he has already. You ask what is the proper limit to a person’s wealth? First, having what is essential, and second, having what is enough.” —Seneca