Links - 08/26/2024
“There are few effective rules for investors to follow. Superior investing always comes down to skillful analysis and superior insight, not adherence to formulas and guidelines.” —Howard Marks
Kevin Gee put together a great index of Michael Mauboussin’s work [H/T @paulh4224] (LINK)
Economic Moats Explained: What They Are & Why They Matter - Part III - by Todd Wenning (LINK)
What I Learned from Every Annual Letter of Terry Smith [H/T Linc] (LINK)
GMO Insights | Deep Value: A Rose by Any Other Name Would Smell as Sweet (LINK)
Founders Podcast: #362 Li Lu (LINK)
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Lux Capital’s Q2 Letter (LINK)
The Logan Bartlett Show Podcast: EP 115: Josh Wolfe (Co-Founder, Lux Capital) On Uncovering Hidden Opportunities (Video, Podcast)
Investing in Startups Podcast: E9: Founder vs. Investor, AI, and Venture Portfolio Construction with Jerry Neumann (Video, Podcast)
The Investor’s Podcast: TIP654: Investing Across the Life Cycle w/ Aswath Damodaran (Video, Podcast)
Bridgewater: Larry Summers and Bob Rubin Join Our CIOs to Discuss the Surprising Economic Cycle (Audio, Transcript)
The Learning Leader Show Podcast: 597: Daniel Pink - The Art of Selling, How To Persuade Others, and The Surprising Truth About What Motivates Us (LINK)
The Rest Is History Podcast: Hundred Years' War: Henry V’s Invasion of France (Part 1) (LINK)
Short History Of... Podcast: The Scramble For Africa (LINK)
The Peter Attia Drive Podcast: Life after near-death: a new perspective on living, dying, and the afterlife | Sebastian Junger (LINK)
“The way to use life is to do nothing through acting. The way to use life is to do everything through being.” —Lao Tzu