Links - 10/18/2023
“We have no predetermined course of action whatsoever at Berkshire. We have no strategic planning department. We don’t have any strategic plan. We react to what we think are opportunities.” —Warren Buffett (1998)
Superlinear Returns - by Paul Graham (LINK)
GMO White Paper | Japan: The Land of the Rising Profits - by James Montier (LINK)
China Chips and Moore’s Law - by Ben Thompson (LINK)
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