Links - 02/23/2023
“Whether prices are depressed or elevated, and whether prospective returns are therefore high or low, we have to find the best investments out there. Since we can’t change the market, if we want to participate, our only option is to select the best from the possibilities that exist.” —Howard Marks
Broyhill 2022 Annual Letter (LINK)
Best Anchor Stocks Podcast: A Conversation With François Rochon, founder of Giverny Capital (Podcast, Transcript, Compilation of Giverny Letters)
Falling in Love With Investments (LINK)
Investing Lessons - A Compilation - by Michael Kao (LINK)
Bridgewater: The Tightening Cycle Is Approaching Stage 3: Guideposts We’re Watching (LINK)
How It All Works (A Few Short Stories) - by Morgan Housel (LINK)
Business Breakdowns Podcast: Ryanair: Low Cost Obsessed (LINK)
Permanent Podcast: Anu Hariharan: You Can’t Build With Managers (LINK)
Business Wars Podcast: Disney-Pixar vs Dreamworks | Battle of the Bugs | 2 (LINK)
Trailblazers with Walter Isaacson Podcast: Memory: The Science of How We Remember (LINK)
The Rest Is History Podcast: 307. Columbus: A New World? (LINK)
19 Rules For A Better Life (From Marcus Aurelius) (LINK)
“Truth, when not sought after, rarely comes to light.” —Oliver Wendell Holmes, Sr.