Links - 03/02/2024
“It’s way better to be in securities markets if you have a hundred IQ and everybody else operating has an 80, than if you have 140 and all the rest of them also have 140. So the secret of life is weak competition. Somebody said, ‘How do you beat Bobby Fischer?’ You play him in any game except chess.” —Warren Buffett (1998)
The Friendship With Warren Buffett That Led to Her $1 Billion Donation (LINK)
A Warren Buffett Protégée Is on the Hunt for Small Companies. She Now Has Millions More to Spend. (LINK)
It’s Nvidia’s Stock Market. You Choose How to Live in It. - by Jason Zweig (LINK)
Cost of Capital and Capital Allocation: Investment in the Era of “Easy Money” - by Michael J. Mauboussin and Dan Callahan (LINK)
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The Compound and Friends Podcast: Warren Buffett’s Margin of Safety [w/ Larry Cunningham] (Video, Podcast)
Bridgewater Alum Paul Podolsky on What Russia Tells Us About the Future of the Global Order (video) (LINK)
Behind the Balance Sheet Podcast: Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition (LINK)
The Investor’s Podcast: TIP611: The Bear Case for China w/ Kyle Bass (LINK)
Founders Podcast: #340 Michael Jordan and Kobe Bryant (LINK)
The Rest Is History Podcast: 424. Carthage vs. Rome: Total War (Part 4) (LINK)
“I dread success. To have succeeded is to have finished one's business on earth, like the male spider, who is killed by the female the moment he has succeeded in his courtship. I like a state of continual becoming, with a goal in front and not behind.” —George Bernard Shaw