Links - 06/16/2025
“I think the one thing that we did that’s worked best of all is we were always dissatisfied with what we already knew and we always wanted to know more. Berkshire—if Warren and I had stayed frozen in time, particularly Warren—it would have been a terrible place. It’s what we kept learning that made it work.” —Charlie Munger (2015)
The Capital Cycle Way (LINK)
Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech (video) (LINK)
Two Beaten-Up SMID Caps on My Radar - by Todd Wenning (LINK)
Very Bad Advice - by Morgan Housel (LINK)
Motley Fool Money Podcast: Howard Marks, The State of the Market (LINK)
Invest Like the Best Podcast: Dinakar Singh - A Father’s Call To Action (LINK)
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The Investor’s Podcast: TIP730: Richer, Wiser, Happier, Q2 2025 (LINK)
Founders Podcast: #391 Jimmy Iovine (LINK)
Uncapped Podcast: #12 | Marc Andreessen from a16z (Video, Podcast)
Freakonomics Radio Podcast: 636. Why Aren’t We Having More Babies? (LINK)
For decades, the great fear was overpopulation. Now it’s the opposite. How did this happen — and what’s being done about it? (Part one of a three-part series, “Cradle to Grave.”)
The Rest Is History Podcast: The Medici: Curse of the Mad Monk (Part 3) (LINK)
Short History Of... Podcast: The Manhattan Project (LINK)
Yuval Noah Harari on AI and Human Evolution | WSJ Leadership Institute (video) (LINK)
What the Golden Ratio Says About Your Bellybutton (LINK)
“Wear your learning, like your watch, in a private pocket; and do not pull it out, and strike it, merely to show that you have one.” —Lord Chesterfield
“You can cause enormous offense by being right in a way that causes somebody else to lose face in his own discipline or hierarchy. I never found the perfect way to avoid harm from this serious problem. Even though I was a good poker player when I was young, I wasn’t good enough at pretending when I thought I knew more than my supervisors did. And I didn’t try as hard at pretending as would have been prudent. So I gave a lot of offense. Now, I’m generally tolerated as a harmless eccentric who will soon be gone. But coming up, I had a difficult period to go through. My advice to you is to be better than I was at keeping insights hidden.” —Charlie Munger (2007 USC Gould School of Law Commencement Address)