Links - 05/20/2024
“It is interesting how many mistakes you can make if you just keep going. And Charlie used to talk about that ‘you just soldier through.’ You just keep going. But you still need luck. Anybody that says ‘I did it all myself’—they’re delusional.” —Warren Buffett (2024)
From the archives…. A 1959 Essay by Isaac Asimov on Creativity, which I think has relevance when thinking about making connections in the investing process, and forming the right investment teams: “How Do People Get New Ideas?”
Forecasting: Considering Multiple Angles - by Todd Wenning (LINK)
Why Utilities Are Lighting Up the Stock Market - by Jason Zweig (LINK)
My First Million Podcast: A Masterclass from Mohnish Pabrai (Video, Podcast)
Brave New Words - Bill Gates & Sal Khan (video) (LINK)
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The Ben & Marc Show: The Future of the American Dream (video) (LINK)
BG2 Podcast: Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings (Video, Podcast)
Enterprising Investor Podcast: Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach (LINK)
Value Investing with Legends Podcast: Jan Hummel - Deep Diligence at Paradigm Capital (LINK)
This Week in Intelligent Investing Podcast: Bill Chen on Public Equity Investing in Real Estate (Part 1) (LINK)
Grant’s Current Yield Podcast: A MATTER OF PERSPECTIVE (LINK)
Founders Podcast: #349 How Steve Jobs Kept Things Simple (LINK)
The Daily Stoic Podcast: Do Your Job | Right Thing Right Now Excerpt (LINK)
Related book: Right Thing, Right Now
The Rest Is History Podcast: Custer’s Last Stand: The Charge of the 7th Cavalry (Part 6) (LINK)
The Rest Is History Podcast: Custer’s Last Stand: The Battle of the Little Bighorn (Part 7) (LINK)
Short History Of... Podcast: Mahatma Gandhi (LINK)
Scientists Calculated the Energy Needed to Carry a Baby. Shocker: It’s a Lot. (LINK)
I have a family history of Alzheimer’s disease. I wanted to understand my own risk - by Dr. Sanjay Gupta [H/T Linc] (LINK)
Thomas Jefferson’s Advice to His Nephew (LINK)
“Human beings are human beings, and we all have weaknesses and peculiarities—and everything else. Don’t be too hard on yourself because you have some of those. But don’t be totally forgiving either. You can change the future. You can’t change the past. But you can change the future.” —Warren Buffett (2024)