Links - 8/13/2020
“In a world in which most investors appear interested in figuring out how to make money every second and chase the idea du jour, there's also something validating about the message that it's okay to do nothing and wait for opportunities to present themselves or to pay off. That's lonely and contrary a lot of the time, but reminding yourself that that's what it takes is quite helpful.” —Seth Klarman
GMO White Paper | Reasons (NOT) To Be Cheerful - by James Montier (LINK)
Emerging Market Airports (Broyhill Asset Management) (LINK)
Value Does Not Have To Mean Cheap - by Jonathan Boyar (LINK)
Expiring vs. Permanent Skills - by Morgan Housel (LINK)
Don’t Delegate Using Email - by Cal Newport (LINK)
PenderFund Podcast: Episode 47 – John Mihaljevic – Manual of Ideas & MOI Global (LINK)
How I Built This Podcast: How I Built Resilience: Brian Chesky of Airbnb (LINK)
Carolina Stories with Steve Vafier (podcast): 10: Brandon Walker – Real, Authentic Relationships (LINK)
Revisionist History Podcast: “Oh Howard, You Idiot!” (LINK)
How to help students get to college in the COVID era - by Bill Gates (LINK)
“We, and our judgment, and all mortal things go on flowing and rolling unceasingly. Thus nothing certain can be established about one thing by another, both the judging and the judged being in continual change and motion.” —Michel de Montaigne