Links - 11/24/2024
“We think you should study things like Mrs. B out at the Nebraska Furniture Mart, who takes $500 and turns it, over time, into the largest home furnishing store in the world. There has to be some lessons in things like that. What gives you that kind of a result and that kind of competitive advantage over time? And that is the key to investing. If you can spot that — particularly if you can spot it when others don’t spot it so well — you will do very well. And we focus on that.” —Warren Buffett (2000)
Boyar Research is gearing up to release its annual Forgotten Forty report. If you want to download a sample of previous reports for free, you can do so HERE.
Warren Buffett’s 25 biggest mistakes – and 4 lessons they teach - by Chris Leithner (LINK)
Jason Zweig on WealthTrack (Part 2) (video) (LINK)
‘I Don’t Know Where to Turn or What to Do.’ His $763,094 Retirement Fund Is in Limbo. - by Jason Zweig (LINK)
Josh Wolfe posted Lux Capital’s latest letter in a thread on X (LINK)
AI eats the world - by Benedict Evans (LINK)
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Behind the Balance Sheet Podcast: #41 The Composer [w/ Anthony Bolton] (LINK)
Grant’s Current Yield Podcast: GROWTH AND PROFITABILITY (LINK)
BG2 Podcast: Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner (Video, Podcast)
The Education of a Value Investor Podcast: Asset Liability Management & Interest Rate Risk in the Banking Book - Part 3 of 4 (LINK)
Glue Guys Podcast: Morgan Housel: The Cost of Ego (LINK)
The Rest Is History Podcast: Nelson: Attack the French! (Part 2) (LINK)
“History is a vast early warning system.” —Norman Cousins