Links - 09/07/2022
“There is less risk in owning three easy-to-identify, wonderful businesses than there is in owning 50 well-known, big businesses.... If you find three wonderful businesses in your life, you’ll get very rich.” —Warren Buffett
The Taxonomy of Bear Markets - by Frank K. Martin (LINK)
FEMSA: A Trip to Mexico and the Largest C-Store Chain You Never Heard of [H/T @ChrisPavese] (LINK)
Can You Afford to Hoard? Toilet Paper Costs Are Spiraling - by Javier Blas (LINK)
Russia's Military Starts Shopping Abroad - by Peter Zeihan (video) (LINK)
Europe’s non-ferrous metals producers call for emergency EU action to prevent permanent deindustrialisation from spiralling electricity and gas prices (LINK)
The Grant Williams Podcast: This Week In Doom Ep. 9 - What’s Next For Europe? (LINK)
Chai with Pabrai Podcast: Mohnish Pabrai speaks with Lauren Templeton on Women Investors and Global Investing on July 25, 2022 (LINK)
Business Breakdowns Podcast: AMD: How Chips Are Changing (LINK)
Business Wars Podcast: Taylor Swift vs. Scooter Braun | On the Outside | 1 (LINK)
The World According to Boyar Podcast: John Rogers, Co-CEO of Ariel Investments (LINK)
The Rest Is History Podcast: 229. Portugal [Part 3]: Gold, Earthquakes, and Brazil (LINK)
The final 2 parts of the Napoleon Podcast series (Part 5, Part 6)
Lex Fridman Podcast: #318 – Nick Lane: Origin of Life, Evolution, Aliens, Biology, and Consciousness (LINK)
Octopus brains are nothing like ours—yet we have much in common (LINK)
The WE ARE AS GODS documentary is now available to rent or purchase.
WE ARE AS GODS offers a deep dive into the many sides of Stewart Brand—creator of The Whole Earth Catalog, an influential member of Ken Kesey’s “The Merry Pranksters,” and founder of the modern environmental movement. Brand’s approach to his work and life influenced many, including Steve Jobs, who have gone on to shape our modern world. Now in his 80’s, he looks to leave a legacy for the long-term future with his efforts to resurrect ecosystems through de-extinction.
The man who coined the phrase “we are as gods and might as well get good at it” is now under fire from former allies who believe he’s gone too far, but Brand won’t be easily deterred from a mission he feels is necessary to save the future of the planet.
“The best effect of fine persons is felt after we have left their presence” —Ralph Waldo Emerson