Links - 5/10/2021
“It’s a terrible mistake to think that mathematics will take you a long place in investing. You have to understand certain aspects of mathematics. But you don’t have to understand higher mathematics. And higher mathematics may actually be dangerous and it will lead you down pathways that are better left untrod.” —Warren Buffett
Hosking Partners: Why the current value rotation will enjoy a long runway [H/T @mastersinvest] (LINK)
What Is an Entertainment Company in 2021 and Why Does the Answer Matter? - by Matthew Ball (LINK)
The Transcript 05.10.21: Pent-up Demand (LINK)
Asia Tech Strategy Podcast: Adobe Inc. and the Power of Old School Software Economics (LINK)
The Pygmalion Effect: Proving Them Right (LINK)
“60 Minutes” reports on the nerve-wracking Mars landing of the rover Perseverance (video) (LINK)
More evidence that Mars is volcanically active right now. Today. (LINK)
A New Way of Looking at Cancer: Siddhartha Mukherjee wrote the book on cancer. Can he transform the way it’s treated? (LINK)
“Whenever you do any one thing intensely over a period of time you have to give up other lives you could be living. You have to have a real single-minded kind of tunnel vision if you want to get anything significant accomplished.” —Steve Jobs