Links - 1/7/2021
“The best way to get what you want is to deserve what you want.” —Charlie Munger
For those readers that have the research budgets to afford it (or expense it), Boyar Research’s The Forgotten Forty report is now available. Barron’s also mentioned seven of their picks in an article this week, which you can read HERE. And you can also receive complimentary reports on Madison Square Garden Sports, Sysco & Disney signing up with your name and email HERE.
End of Mean Reversion? - by John Huber (LINK)
Two Worlds: So Much Prosperity, So Much Skepticism (LINK)
Will You Pay to Stream Comfort Shows? Discovery Is About to Find Out (LINK)
Grant’s Current Yield Podcast: Read the footnotes (LINK)
Founder’s Field Guide Podcast: Carlos Cashman – Lessons from the Amazon Ecosystems (LINK)
Let's Talk ETFs Podcast: The Davis Way: High-Conviction, Benchmark Agnostic, Fully Transparent, Active ETFs (LINK)
Trump and Twitter - by Ben Thompson (LINK)
Mob Rule in the Capitol - by Evan Osnos (LINK)
“We must take a higher view of all things, and bear with them more easily: it better becomes a man to scoff at life than to lament over it. Add to this that he who laughs at the human race deserves better of it than he who mourns for it, for the former leaves it some good hopes of improvement, while the latter stupidly weeps over what he has given up all hopes of mending.... Yet it is better to accept public morals and human vices calmly without bursting into either laughter or tears; for to be hurt by the sufferings of others is to be forever miserable, while to enjoy the suffering of others is an inhuman pleasure.” —Seneca