Links - 07/02/2025
“Our goal is to buy really good businesses, and big businesses, and businesses where we like the management, and businesses that we think we can grow over time. Berkshire is about building earning power…. And we try to do that every day or every week or every month. And we don’t get opportunities that often.” —Warren Buffett (2014)
“Big opportunities come infrequently. When it’s raining gold, reach for a bucket, not a thimble.” —Warren Buffett (2009 Letter to Shareholders)
J.P. Morgan Asset Management’s 3Q Guide to the Markets (LINK)
Flounder Mode: Kevin Kelly on a different way to do great work - by Brie Wolfson (LINK)
Private Equity Caught in Crosshairs of Elise Stefanik’s Attack on Harvard (LINK)
Value: After Hours: Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth and his Four Decision Factors (video) (LINK)
The Tim Ferriss Show Podcast: #818: John Arnold with Dr. Peter Attia (LINK)
Invest Like the Best Podcast: Jens Grede - Building SKIMS (LINK)
The Knowledge Project Podcast: #235 Outliers: Jimmy Pattison — Building a $16B Empire Without Connections, Capital, or Credentials (LINK)
The Great Rewiring of Childhood — and How We Reverse It [w/ Jonathan Haidt] (video) (LINK)
Scientists Use A.I. to Mimic the Mind, Warts and All (LINK)
“Genius is mainly an affair of energy.” —Matthew Arnold
“Genius, that power which dazzles mortal eyes, is oft but perseverance in disguise.” —Henry Austin