Links - 2/15/2021
“It only works to invest in things you understand. But this rule applies to other people too. So a reliable recipe for succeeding at investing is to understand something most other people don’t.” —Paul Graham [Source]
Howard Marks & Joel Greenblatt: Is It Different This Time? (video) (LINK)
The Nick Sleep letters that have been passed around but in chronological order, and with page numbers added, instead of the reverse order of the main collection (LINK)
Mohnish Pabrai’s Lecture, Q&A with students of Peking University (Dec. 3, 2020 video) (LINK)
Hayden Capital’s Q4 2020 Letter (LINK)
Clubhouse’s Inevitability - by Ben Thompson (LINK)
The Transcript 02.15.20 (LINK)
Odd Lots Podcast: How Monster Beverage Shares Soared a Monster 100,000% in the Last 20 Years (LINK)
Jeff's Asia Tech Class Podcast: Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (LINK)
The Daily Stoic Podcast: Seneca on the Shortness of Life - Part 2 (LINK)
Scientists Accidentally Discover Strange Creatures Under a Half Mile of Ice [H/T Linc] (LINK)
An excerpt from Bill Gates’ upcoming book on climate change (LINK)
“Life is neither suffering nor pleasure, but the business which we have to do, and which we have to finish honestly, up to our life's end.” —Alexis De Tocqueville