Links - 10/09/2023
“Stock prices are opinions based on facts…. Whether they’re positive facts or negative facts, if you’re a good investor, it behooves you to hear both sides of any story.” —Jim Chanos [Source]
Art of Investing Podcast: Todd Combs - Investing, The Last Liberal Art [Episode 1] (LINK)
AI is getting ‘more hype than it deserves,’ Warren Buffett’s right-hand man Charlie Munger says [H/T Will] (LINK)
Nelson Peltz Boosts Disney Stake, Seeks Board Seats (LINK)
Invisible, yet Invaluable: Valuing Intangibles - The Birkenstock IPO - by Aswath Damodaran (LINK)
Drawdowns - by Chris Mayer (LINK)
TIPS for Retirement? (LINK)
Marc Andreessen: It’s Time To Write (video) (LINK)
Evergrande Investors Warn of ‘Uncontrollable Collapse’ (LINK)
Merryn Talks Money Podcast: Jeremy Grantham Says No One Should Invest in the US (LINK) [Grantham enters around the 10:15 mark.]
This Week in Intelligent Investing Podcast: Valuation and Capital Allocation in Declining Industries (LINK)
Against the Rules with Michael Lewis Podcast: The Trial of Sam Bankman-Fried: Judging Sam: Opening Statements (LINK)
Against the Rules with Michael Lewis Podcast: The Trial of Sam Bankman-Fried: Judging Sam: Catching up with Michael Lewis (LINK)
The Investor’s Podcast: TIP580: Clear Thinking w/ Shane Parrish (LINK)
Related book: Clear Thinking
The Rest Is History Podcast: 376. Baghdad: The Forging of Islam (LINK)
History That Doesn’t Suck Podcast: 144: A Conversation with Ken Burns - Storytelling and the American Buffalo (LINK)
Professor Greg Jackson sits down with legendary documentary filmmaker Ken Burns about his latest film The American Buffalo which has a two-part premiere in the US on PBS beginning Monday, Oct. 16, 2023.
“There are no chaste minds. Minds copulate wherever they meet.” —Eric Hoffer