Links - 8/15/2020
“While it's true that only large positions can get you into trouble, it's equally true that only large positions can make a big contribution. (This is one of the great dilemmas in investing.)” —Howard Marks
Berkshire slashes Wells Fargo, JPMorgan stakes; adds Barrick Gold (LINK)
This Week in Intelligent Investing Podcast: Intersection of Position Management and Research | BRK Q2 Recap (LINK)
Who Picks Up the Tab for the Free Lunch? - by Frank K. Martin (LINK)
In a U.S.-China Tech Divorce, Businesses Would Have to Pick Sides ($) (LINK)
The Power of Morning Pages (LINK)
a16z Podcast: On Vaccines and Vaccinology, in COVID and Beyond (LINK)
The Daily Stoic Podcast: Ask Daily Stoic: Ryan and Donald Robertson On the Brilliance and Insights of Marcus Aurelius (LINK)
“The essence of Darwin's disruptive genius was his ability to think about nature not as fact—but as process, as progression, as history.” —Siddhartha Mukherjee (“The Gene: An Intimate History”)