Links - 06/04/2022
“I think humility is essential, especially concerning the ability to know the future. Before acting on a forecast, we must ask whether there's good reason to think we're more right than the consensus view already embodied in prices. I think it's possible to get a knowledge advantage with regard to under-researched companies and securities, but only through hard work and skill.” —Howard Marks
An Old Way to Fight Inflation Gets New Fans - by Jason Zweig (LINK)
Are Stocks Undervalued Yet? (LINK)
Investing - The people business & the founder that made a fortune betting in the opposite direction (LINK)
Q&A with Scott Reardon: Great Investor Track Records (LINK)
Doomberg: Wide Awake (LINK)
There's no such thing as data - by Benedict Evans (LINK)
Willow Oak 2022 Investment Panel in Omaha (video) (LINK)
Beneath the Surface Podcast: A conversation with Ryan Petersen, CEO of Flexport [H/T Liberty] (LINK)
The Investing with Tom Podcast: #34 - Guy Spier (LINK)
The Investor’s Podcast: TIP453: The Case for Long-Term Value Investing w/ Jim Cullen (LINK)
"Securities" Podcast: Jonathan Haidt (Part 1, Part 2)
Venture Stories Podcast: Tyler Cowen on Talent (LINK)
COMPLEXITY Podcast: Seth Blumsack on Power Grids: Network Topology & Governance (LINK)
Crosscut Festival : The Meaning of Life and Death [video, with Andrew Steele & Carl Zimmer] (LINK)
We Should Have Seen Monkeypox Coming (LINK)
“Success compounds. Successful people become even more successful. This seems like trivial knowledge, because on the surface all it tells you is that you should be more successful, which you were going to do anyway. But this is not trivial at all. It’s profound. Because it says that you should go for small wins. Like an engineering team developing software using agile methodologies, you should always have a working system that you can iterate on in your life. Going for a big, giant win is not how success develops: It’s about long term commitment to daily improvement. It means finding something you can do today to create value for somebody else and, as soon as possible, finding a way to capture a portion of that value for yourself.” —Ryan Petersen (Source)