Links - 10/27/2021
“Consensus forecasts provide no advantage; it’s only from being more right than others – from having a knowledge advantage – that investors can expect to dependably earn above average returns.” —Howard Marks
The Sequoia Fund: Patient Capital for Building Enduring Companies (LINK)
Sequoia Capital just blew up the VC fund model (LINK)
Sequoia Productive Capital - by Ben Thompson (LINK)
I'm With Stupid - by Jason Zweig (LINK)
Internal vs. External Benchmarks - by Morgan Housel (LINK)
Culture Fuels Results: A Case In Point [H/T @mastersinvest] (LINK)
Oaktree Insights Live: Performing Credit Quarterly 3Q2021 (video) (LINK)
What Is It About Peter Thiel? (LINK)
Four Cheers for Amherst - by Roger Lowenstein (LINK)
Business Breakdowns Podcast: Universal Music Group: The Gatekeepers of Music (LINK)
Land of the Giants Podcast: One App Store to Rule Them All (LINK)
The Tim Ferriss Show (podcast): #541: Eric Schmidt (LINK)
Plants of the Gods Podcast: S2E9. The Plants of the Apes - How Animals Use Medicinal Plants. Part 1 (LINK)
Cancel Columbus Day: Sun storms pinpoint Europeans being in Canada in 1021 A.D. (LINK)
Five Lingering Questions About COVID Vaccines for Kids (LINK)
“Experience keeps a dear school, but fools will learn in no other, and scarce in that; for it is true we may give advice, but we cannot give conduct.” —Benjamin Franklin