Links - 05/02/2022
“What you don’t want to believe in is luck. You want to believe in odds.” —Charlie Munger [via Richer, Wiser, Happier]
“As long as the odds are in our favor and we’re not risking the whole company on one throw of the dice or anything close to it, we don’t mind volatility in results. What we want are the favorable odds.” —Charlie Munger
The replay of the 2022 Berkshire Hathaway Annual Shareholders Meeting (LINK)
Understanding Berkshire Hathaway, with Chris Bloomstran (audio) (LINK)
Warren Buffett significantly increases Chevron bet, now in Berkshire’s top 4 positions (LINK)
Business Lessons from Tom Murphy (LINK)
Making Your Cash Work Harder as Interest Rates Rise - by Jason Zweig (LINK)
The Rich And The Wealthy - by Morgan Housel (LINK)
Infinite Loops Podcast: William Green — Lessons for Life and Investing (LINK)
The Investor’s Podcast: TIP443: Buffett’s Biggest Blunders w/ David Kass (LINK)
This Week in Intelligent Investing Podcast: Twitter, Berkshire Hathaway, and Corporate Governance (LINK)
Russia's Challenges in the Ukraine War - by Peter Zeihan (LINK)
Russia's Natural Gas Strategy - by Peter Zeihan (LINK)
The Investor’s Podcast: TIP444: The Changing World of Endowments and ESG Policies w/ Ted Seides (LINK)
Masters in Business Podcast: Michael Lewis on His Journey to Wall Street (LINK)
Trillions Podcast: Inside “The Bogle Effect” (LINK)
Business Breakdowns Podcast: DigitalBridge: Pioneering Digital Infrastructure (LINK)
Freakonomics Radio Podcast: 501. The University of Impossible-to-Get-Into (LINK)
The Rest Is History Podcast: 181. The Birth of Babylon (LINK)
We Created the ‘Pandemicene’ - by Ed Yong (LINK)
Let’s make this the last pandemic - by Bill Gates (LINK)
“To fear love is to fear life, and those who fear life are already three parts dead.” —Bertrand Russell