Links - 04/30/2024
“The herd applies optimism at the top and pessimism at the bottom. Thus, to benefit, we must be skeptical of the optimism that thrives at the top, and skeptical of the pessimism that prevails at the bottom.” —Howard Marks
Warren Buffett’s youngest son discusses father’s legacy (video) (LINK)
Warren Buffett’s PacifiCorp Now Faces $30 Billion Fire Claim Demand (LINK)
A Letter a Day: Letter #179: Walter Scott Jr. and Greg Abel (2020) (LINK)
Broyhill Q1 Letter to Investors (LINK)
Boyar profile of Townsquare Media, Inc. (LINK)
The World According to Boyar Podcast: From Records to Radio: Bill Wilson’s Journey to Leading a Digital Media Empire (LINK)
BG2 Podcast: Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner (Video, Podcast)
Invest Like the Best Podcast: Marc Lasry - Making Bucks in Credit and Sports (LINK)
The Knowledge Project Podcast: #193: Dr. Jim Loehr: Change the Stories You Tell Yourself (Video, Podcast)
How I Think About Debt - by Morgan Housel (LINK)
A Few Short Stories - by Morgan Housel (LINK)
Caitlin Clark’s Not-So-Surprising Childhood - by David Epstein (LINK)
“The life of every man is a diary in which he means to write one story, and writes another; and his humblest hour is when he compares the volume as it is with what he vowed to make it.” —James M. Barrie