Links - 11/23/2020
“[Charlie and I] really don't worry. We just do the best we can. When we have capital to allocate, sometimes it's very easy to do and sometimes it's almost impossible. However, we’re not going to stay up at night and worry about it, because the world changes. If we were worried about something in the business, we'd correct it.... If you're worried about something, the thing to do is to get it corrected and get back to sleep.” —Warren Buffett
As a reminder for investors that are also Kindle readers out there, Stephen Clapham’s book, The Smart Money Method, is on sale for $1.99 through its release data tomorrow.
Howard Marks Investor Series series: Howard Marks & Wharton Finance Prof. Chris Geczy (video) [H/T Acquirer's Multiple] (LINK)
How Venture Capitalists Are Deforming Capitalism - by Charles Duhigg (LINK)
The Idea Adoption Curve - by Ben Thompson (LINK)
The Transcript 11.23.20 (LINK)
Capital Allocators Podcast: Joel Greenblatt – Common Sense for Value at Gotham Capital (LINK)
Boxes and Lines Podcast: Volatility and the Election with Mike Green of Logica Capital [recorded on election day] (LINK)
Acquired Podcast: Virgin Galactic (LINK)
Bill Gates and Rashida Jones Ask Big Questions (podcast): EP 2: Is inequality inevitable? (LINK)
5 Boring Ways to Become More Creative - by Mark Manson (LINK)
“Not being able to govern events, I govern myself.” —Michel de Montaigne