Links - 12/16/2024
“People will not tell…you about wonderful little investments. It’s not the way the investment business is set up…. You’ve got to learn what you know and what you don’t know. Within the arena of what you know, you have to pursue it very vigorously and act on it when you find it. And you can’t look around for people to agree with you. You can’t look around for people to even know what you’re talking about. You have to think for yourself. And if you do, you’ll find things.” —Warren Buffett (1999)
Before Berkshire: Warren Buffett’s Tab Card Triumph (LINK)
Related previous post: Investing Thoughts and Wisdom (mostly from others) – Part 9
A Common Misconception About Buffett - by Todd Wenning (LINK)
What You Can Learn From Young Warren Buffett - by Jason Zweig (LINK)
Grifting and Gullibility in Market Manias - by Sean Iddings (LINK)
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What happened to Whataburger? [H/T Linc] (LINK)
Bridgewater: Our Thoughts on Large US Deficits and Their Impact on Bond Yields (LINK)
Marketplace Pulse Year in Review 2024 (LINK)
How AMD’s Lisa Su Is Thinking About AI (video) (LINK)
Acquired Podcast: Mars Inc. (the chocolate story) (LINK)
This Week in Intelligent Investing Podcast: Google’s Antitrust Risks - Daniel Prather Lays Out Crossroads Capital’s Thesis (LINK)
The Rest Is History Podcast: Warlords of the West: A Clash of Ice and Fire (Part 3) (LINK)
The Daily Stoic Podcast: James Clear’s Guide to Turning New Year's Resolutions into Lasting Habits (LINK)
“To be nobody-but-yourself — in a world which is doing its best, night and day, to make you everybody else — means to fight the hardest battle which any human being can fight; and never stop fighting.” —E.E. Cummings