Links - 04/25/2022
“Generally speaking, I think if you’re sure enough about a business being wonderful, it’s more important to be certain about the business being a wonderful business than it is to be certain that the price is not 10 percent too high or 5 percent too high or something of the sort.” —Warren Buffett (1997)
There’s a great and updated list of Q1 2022 investor letters HERE.
Elon's Twitter Play: Valuation and Corporate Governance Consequences - by Aswath Damodaran (LINK)
A Cautionary Note About Home Prices (LINK)
These Stocks Got Hot During the Pandemic. Now They’re Cooling. (LINK)
Cathie Wood’s Flagship Fund Is Down 45% This Year. Money Is Still Flowing In. (LINK)
Inside the Implosion of CNN+ ($) (LINK)
Inside the chaotic collapse of CNN+ (LINK)
20,000 Volts Under the Sea (LINK)
Hoisington Q1 2022 Review and Outlook (LINK)
Agriculture At the End of the World - by Peter Zeihan (LINK)
Related book (available for pre-order): The End of the World Is Just the Beginning
The Investor’s Podcast: TIP442: Investing in Stocks w/ Mohnish Pabrai (LINK)
This Week in Intelligent Investing Podcast: Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap (LINK)
What Got You There Podcast: #297 Jim Weber- CEO of Brooks Running on Chasing Your Purpose (LINK)
EconTalk Podcast: Michael Munger on Antitrust (LINK)
Market Champions Podcast: Investing in Innovation and the Future ft. Josh Wolfe (LINK)
How I Built This Podcast: Raising Cane’s: Todd Graves (LINK)
Making Sense Podcast: #280 — The Future of Artificial Intelligence [w/ Eric Schmidt] (LINK)
Winning Tech Strategy Podcast: What Amazon Should Copy From Alibaba and Pinduoduo (LINK)
5,000th exoplanet found! (LINK)
After a COVID Expert Struggled to Obtain New Treatments for His Parents, He Tweeted a Road Map - by Evan Osnos (LINK)
TED Talk: We can make COVID-19 the last pandemic | Bill Gates (LINK)
“Life well spent is long.” —Leonardo da Vinci
“A long Life may not be good enough, but a good Life is long enough.” —Benjamin Franklin
“It is not that we have a short space of time, but that we waste much of it. Life is long enough, and it has been given in sufficiently generous measure to allow the accomplishment of the very greatest things if the whole of it is well invested. But when it is squandered in luxury and carelessness, when it is devoted to no good end, forced at last by the ultimate necessity we perceive that it has passed away before we were aware that it was passing. So it is—the life we receive is not short, but we make it so, nor do we have any lack of it, but are wasteful of it. Just as great and princely wealth is scattered in a moment when it comes into the hands of a bad owner, while wealth however limited, if it is entrusted to a good guardian, increases by use, so life is amply long for the one who orders it properly.” —Seneca