Links - 8/12/2021
“The most extreme mistakes in Berkshire’s history have been mistakes of omission. We saw it, but didn’t act on it. They’re huge mistakes — we’ve lost billions. And we keep doing it. We’re getting better at it. We never get over it. There are two types of mistakes: 1) doing nothing; what Warren calls ‘sucking my thumb’ and 2) buying with an eyedropper things we should be buying a lot of.” —Charlie Munger
Dennis Hong, how did you optimize for 20x? A talk with the founder and CEO of ShawSpring Partners (video) (LINK)
Jeremy Grantham, we're in one of the greatest bubbles in financial history [H/T Linc] (LINK)
Carson Block Sees Fraud 'Top to Bottom' in China Stocks (video) (LINK)
Carson Block: Interest rates must stay low to decarbonize economy (video) (LINK)
Amazon’s Singapore Surcharge May Signal Sea Change Ahead On Cards [H/T Linc] (LINK)
The “Free Gold” Rush (LINK)
CO/nversations Podcasts: Episode 1: Joe Moglia (LINK) [If you enjoy the podcast, be sure to review on Apple, as it really helps newly-launched podcasts.]
LØRN.TECH Podcast: #1032: BOOKS: William Green: What we can learn from the worlds greatest investors (LINK)
Related book: Richer, Wiser, Happier
Founder’s Field Guide Podcast: Sameer Shariff - Breaking Language Barriers (LINK)
Manager Meetings Podcast: Greg Jensen – Bridgewater Associates (LINK)
Tides of History Podcast: Mike Duncan and Patrick Wyman discuss “The Verge,” Ancient Rome, and Doing History (LINK)
Revisionist History Podcast: Laundry Done Right (LINK)
How the Pandemic Now Ends - by Ed Yong (LINK)
Cases of COVID-19 are rising fast. Vaccine uptake has plateaued. The pandemic will be over one day—but the way there is different now.
“All of the great leaders have had one characteristic in common: it was the willingness to confront unequivocally the major anxiety of their people in their time. This, and not much else, is the essence of leadership.” —John Kenneth Galbraith