Links - 06/09/2025
“Intense interest in any subject is indispensable if you’re really going to excel in it. I could force myself to be fairly good in a lot of things, but I couldn’t excel in anything in which I didn’t have an intense interest.” —Charlie Munger
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire (video) (LINK)
Learning from Hyundai’s Chung Ju-yung (LINK)
Keeping it Simple | Ep. 49: Sins of Commission — Did We Create a Subprime Crisis? (Video, Podcast)
The Future Ain’t What It Used to Be for These Funds - by Jason Zweig (LINK)
Moats, Money, and Management’s Mettle - by Todd Wenning (LINK)
MASTERCLASS on Value Investing with Prof. Sanjay Bakshi (video) (LINK)
Q&A with Prof. Sanjay Bakshi | Insights on Key Behavioral Models in Business and Investment Analysis (video) (LINK)
(So) What If You Miss the Market’s N Best Days? - by Cliff Asness (LINK)
How Countries Go Broke: The Big Cycle In a 5-Minute Read - by Ray Dalio (LINK)
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Joys of Compounding Podcast: Will Thorndike - Lessons from the Eternal Outsider (LINK)
The Value Perspective Podcast: Herb Greenberg (LINK)
BG2 Podcast: China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner (Video, Podcast)
Lex Fridman Podcast: #471 – Sundar Pichai: CEO of Google and Alphabet (Video, Podcast)
Short History Of... Podcast: The First Emperor of China (LINK)
Taxicab Geometry: Welcome to a city where pi equals 4 and circles aren’t round. (LINK)
“Men give me some credit for genius. All the genius I have lies in this: When I have a subject in hand, I study it profoundly. Day and night it is before me. I explore it in all its bearings. My mind becomes pervaded with it. Then the effort which I make is what the people call the fruit of genius. It is the fruit of labor and thought.” —Alexander Hamilton