Links - 3/28/2021
“We do find, if you just show up every day, like Woody Allen said, and you answer the phone and read the paper, every now and then, you see something that makes sense to do.” —Warren Buffett
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Warren Buffett's Berkshire Hathaway has a $8.3 billion plan to prevent the next Texas power crisis - and make money in the process (LINK)
Berkshire Hathaway Energy’s 2021 Investor Conference Presentation [H/T Linc] (LINK)
How a Desert Wind Blew $10 Billion of Global Trade Off Course (LINK)
Suez Canal Insurance Claims Loom as Ever Given Blocks Shipping ($) (LINK)
Wall Street Ponders Goldman’s Block-Trade Spree (LINK)
How To Make Up Lost Ground If You Got a Late Start Saving For Retirement - by Ben Carlson (LINK)
Interest Rates, Earning Growth and Equity Value: Investment Implications - by Aswath Damodaran (LINK)
This Week in Intelligent Investing Podcast: Collecting as a Framework | Breaking a Business Down to the Unit Economics (LINK)
Value Investing with Legends Podcast: Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets (LINK)
Asia Tech Strategy Podcast: Jeff Towson’s 9 Investment Questions (LINK)
Exponent: Episode 193 — Sovereign Podcasters (LINK)
92Y video: Recalibrate Reality: The Future of New York — Airbnb CEO Brian Chesky (LINK)
Whiteflies Pulled Off a Grand Genetic Heist (LINK)
Mars may be sneezing out dust into the solar system that’s visible from Earth (LINK)
“A Change of Fortune hurts a wise Man no more than a Change of the Moon.” —Ben Franklin