Links - 11/09/2023
“Any business plan won’t survive its first encounter with reality. The reality will always be different. It will never be the plan.” —Jeff Bezos
How to Craft a Winning Investment Process and Spot World-Class Companies [A rare appearance by Reece Duca.] (Video, Transcript)
Join IGSB Founder, Reece Duca and Tegus CFO and former Investor, Bob Casey to explore how to craft a winning and repeatable investment process. Reece will share experiences as a fundamental investor, founder, and partner, highlighting how he identifies world-class companies and where to look for the right opportunities.
Liberty Media’s John Malone on interest rates, media outlook and the streaming landscape (video) (LINK) [Hopefully the full interview will be available soon.]
Greenlight Capital Q3 Letter (LINK)
Ken Griffin at the 2023 Bloomberg New Economy Forum (video) (LINK)
Berkshire Hathaway and Tobacco History Part IV - by Gene Hoots (LINK)
Ben Graham’s Mother Gave Him a Key Message (#9) (LINK)
Japan has become a gold mine for value investors - by Ed Chancellor (LINK)
AI is about to completely change how we use computers - by Bill Gates (LINK)
Against the Rules Podcast: The Trial of Sam Bankman-Fried: Judging Sam: The Aftermath (LINK)
Masters of Scale Podcast: Your pandemic business takeaways are wrong, w/Co-authors Joe Nocera and Bethany McLean (LINK)
Odd Lots Podcast: The OCC’s Michael Hsu on the Big Risks Facing Banking Businesses Right Now (LINK)
Lex Fridman Podcast: #400 – Elon Musk: War, AI, Aliens, Politics, Physics, Video Games, and Humanity (LINK)
The Rest Is History Podcast: 386. The Fall of the Aztecs: The City of Gold (Part 3) (LINK)
The David Rubenstein Show: Jane Goodall (video) (LINK)
“The safest way to try to get what you want is to try to deserve what you want. It’s such a simple idea. It’s the golden rule. You want to deliver to the world what you would buy if you were on the other end.” —Charlie Munger
“The person who can create value the most is the person who devotes himself completely to his favorite activities.” —John D. Rockefeller