Links - 06/07/2023
“Whenever a theory appears to you as the only possible one, take this as a sign that you have neither understood the theory nor the problem which it was intended to solve.” —Karl Popper
ROIC and the Investment Process: ROICs, How They Change, and Shareholder Returns - by Michael J. Mauboussin & Dan Callahan (LINK)
2023 Value Investing Conference | Keynote Speaker: Howard Marks (video) (LINK)
April 19, 2023: Howard Marks, Co-Chairman of Oaktree Capital Management, L.P. in Los Angeles, CA, USA, was the Luncheon Keynote Speaker at the Ben Graham Centre for Value Investing's 2023 Value Investing Conference in Toronto, Ontario, Canada.
Apple Vision - by Ben Thompson (LINK)
Why AI Will Save The World - by Marc Andreessen (LINK)
Listening is a Superpower - by Ian Cassel (LINK)
How are new bulls born? – RBA Quick Insights (LINK)
Peter Lynch: The Wisdom of Walking Away (LINK)
The Lady with Hypnotic Eyes - by Gene Hoots (LINK)
Don't Let Good Ideas Get Away - by David Epstein (LINK)
Bloomberg Wealth: Cliff Asness (video) (LINK)
The Russians Go Scorched Earth: Destroying a Critical Dam For Crimea || Peter Zeihan (video) (LINK)
Mastering the Markets | Series Trailer | MasterClass Original Series (video) (LINK)
Business Breakdowns Podcast: First Citizens Bank: The Bank Buyers (LINK)
The James Altucher Show Podcast: How Traders Make Billions from Unexpected Events | Scott Patterson (LINK)
Related book: Chaos Kings
Grant’s Current Yield Podcast: NO EQUITY IN EQUITIES (LINK)
Wisdom From The Top Podcast: Mastercard: Ajay Banga (LINK)
Business Wars Podcast: Target vs Walmart | The Beast from Bentonville | 2 (LINK)
The Disruptive Voice Podcast: 110. Why AI Hasn’t Helped Radiology (Until Now): A Conversation with Cameron Andrews (LINK)
Finding Mastery Podcast: Unlock Your Excellence — Insights From Coach to Federer and Sampras | Paul Annacone (LINK)
Astronomers measure the air of a super-Earth exoplanet (LINK)
“Health is so necessary to all the duties, as well as pleasures of life, that the crime of squandering it is equal to the folly.” —Samuel Johnson
“For, after all, the foundation of our whole nature, and, therefore, of our happiness, is our physique, and the most essential factor in happiness is health, and, next in importance after health, the ability to maintain ourselves in independence and freedom from care.” —Arthur Schopenhauer
“Without health there is no happiness. An attention to health, then, should take the place of every other object.” —Thomas Jefferson