Links - 3/3/2021
“First, define your own circle of competence with intellectual honesty. You have to know what you don’t know to determine what you know. Second, have the highest degree of fiduciary duty and imagine that every dollar you take from a client is coming from your own middle-class parents who are entrusting their life savings to you.” —Li Lu
Fundsmith Annual Shareholders’ Meeting Presentation (video) [H/T Linc] (LINK)
Value: After Hours Podcast — Berkshire Hathaway Letter Edition (video) (LINK)
Why Berkshire Hathaway Energy Is One of Warren Buffett’s 4 ‘Jewels’ | Barron's ($) (LINK)
Author interview: Björn Fahlen, “Investing With Intelligence” [H/T @manualofideas] (LINK)
March Comes in Like a Lion - by Jason Zweig (LINK)
The Web’s Missing Interoperability - by Ben Thompson (LINK)
The Ins and Outs of Vaccine Diplomacy - by Peter Zeihan (LINK)
Masters of Scale Podcast: Disney’s Bob Iger: How acquisitions become an ecosystem, part 1 (LINK)
Land of the Giants Podcast: Planet YouTube (LINK)
WorkLife with Adam Grant (podcast): Taken for Granted: Jane Goodall on Leadership Lessons from Primates (LINK)
A Better Way to Think About Conspiracies (LINK)
Virus Variant in Brazil Infected Many Who Had Already Recovered from Covid-19 (LINK)
Don’t forget about coal miners and cement makers on the way to zero emissions - by Bill Gates (LINK)
The Future of Space, Part I: The Setup (LINK)
“I am satisfied, if every day I take away something from my vices and correct my faults. I have not arrived at perfect soundness of mind, indeed, I never shall arrive at it.” —Seneca (“On the Happy Life”)