Links - 8/2/2021
“Nearly every issue might conceivably be cheap in one price range and dear in another.” —Benjamin Graham and David Dodd
Josh Tarasoff was interviewed by MIT Investment Management Company’s Joel Cohen (LINK)
Related links: 1) Josh Tarasoff’s essay about how he invests; 2) Josh Tarasoff’s Amazon pitch at VALUEx Vail in 2012
Given Square’s acquisition of Afterpay, it may be worth going back and reviewing some older investor pitches on Afterpay as a learning exercise…. For example: 1) Hayden Capital on Afterpay (2020); 2) Lakehouse Capital on Afterpay (2018)
The Distillation of Yen Liow [H/T @williamgreen72] (LINK)
Practical History of Financial Markets PDF (LINK) [It looks like this might be the course material for a previous version of THIS course.]
Should You Be Buying What Robinhood Is Selling? - by Jason Zweig (LINK)
The Market Huddle Podcast: Harris Kupperman & Josh Young on the energy markets (LINK)
Odd Lots Podcast: Gene Seroka on the Logistical Logjam at the Port of LA (LINK)
Private Equity Masters Podcast: Orlando Bravo – Thoma Bravo (LINK)
Revisionist History Podcast: Little Mermaid Part 3: Honestly Ever After (LINK)
Environmentalists have got it wrong – we're not facing an insect apocalypse - by Matt Ridley (LINK)
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” —Mark Twain