Links - 11/14/2020
“Phil Fisher was just telling me the same thing that Charlie was telling me, which was that it’s very important to get into a business with fundamentally good economics, and one that you could ride with for decades, rather than one where you had to go from flower to flower every day. That philosophy has carried me along. Now, I’ve learned different ways of applying it over the years, but it’s the way I think about businesses now.” —Warren Buffett (2013)
The full video of John Malone being interviewed this week (LINK)
Interview with David Kim a.k.a. Scuttleblurb (LINK)
Hayden Capital’s Q3 Letter (LINK)
This Week in Intelligent Investing Podcast: Idea Generation | Berkshire Hathaway Q3 Update | Bond-Style Equity Analysis (LINK)
Exponent Podcast: Episode 190 — Intel, Apple, Disruption, and Differentiation (LINK)
Mastercard’s next CEO sees big world beyond cards after latest real-time payments deal [H/T Will] (LINK)
Barron's Streetwise Podcast: Visa CEO Al Kelly On the Future of Payments (LINK)
The Next Phase of Markets and COVID-19 (w/ Raoul Pal and Ash Bennington) (video) (LINK)
The Grant Williams Podcast: The End Game Ep. 11 - Jim Rogers (LINK)
Dan Carlin's Hardcore History Podcast: Show 66 - Supernova in the East V (LINK)
16 Minutes News by a16z: Covid Vaccine! Beyond Science via Press Release (LINK)
Anthony Fauci and top health experts discuss Covid-19 second wave and vaccine (video) (LINK)
‘No One Is Listening to Us’ - by Ed Yong (LINK)
More people than ever are hospitalized with COVID-19. Health-care workers can’t go on like this.
“If you live according to nature, you will never be poor; if you live according to opinion, you will never be rich.” —Epicurus