Links - 12/06/2022
“Intrinsic value is terribly important and very fuzzy, and we do our best to work...in the kind of businesses where we think that...our predictions are of a fairly highly probable nature. And that leaves out all kinds of companies.” —Warren Buffett (2003)
Graham & Doddsville: Fall 2022 [Featuring Chris Bloomstran, Connor Haley] (LINK)
Walter J. Schloss: An Investor for All Seasons (LINK)
LVMH and The Luxury Strategy [H/T Linc] (LINK)
Individual Bonds Or Bond Funds – The Changing World Of Fixed-Income Investing (LINK)
A Time for TIPS - by Jason Zweig (LINK)
The Memo by Howard Marks: Behind The Memo Podcast: What Really Matters? (LINK)
Acquired Podcast: Stratechery (with Ben Thompson) (LINK)
Invest Like the Best Podcast: Bill Lenehan: Investing in Commercial Real Estate (LINK)
China’s COVID Wave Is Coming (LINK)
“Seize the moments of happiness, love and be loved! That is the only reality in the world, all else is folly.” —Leo Tolstoy