Links - 8/19/2020
“There is nothing reliable to be learned about making money. If there were, study would be intense and everyone with a positive IQ would be rich.” —John Kenneth Galbraith
“Black Swan logic makes what you don’t know far more relevant than what you do know.” —Nassim Taleb
Lessons from Tom Murphy [H/T @NeckarValue] (LINK)
Why are CEOs failing software engineers? [H/T @patrick_oshag] (LINK)
Lessons From Analyzing Past 100-Bagger Stocks (video) (LINK)
How in the world is Apple worth $2 trillion? (LINK)
Brooklyn Investor blog: Tsunami etc. (LINK)
Yet Another Value Podcast: Mario Cibelli from Marathon Partners on $UBER (LINK)
Modeling a Wealth Tax - by Paul Graham (LINK)
Long-Haulers Are Redefining COVID-19 - by Ed Yong (LINK)
Without understanding the lingering illness that some patients experience, we can’t understand the pandemic.
“Let us therefore set out whole-heartedly, leaving aside our many distractions and exert ourselves in this single purpose, before we realize too late the swift and unstoppable flight of time and are left behind. As each day arises, welcome it as the very best day of all, and make it your own possession. We must seize what flees.” —Seneca