Links - 8/23/2020
“So why do smart people do things that interfere with getting the output they’re entitled to? It gets into the habits and character and temperament, and behaving in a rational manner. Not getting in your own way. As I said, everybody here has the ability absolutely to do anything I do and much beyond. Some of you will, and some of you won’t. For the ones who won’t, it will be because you get in your own way, not because the world doesn’t allow you.” —Warren Buffett
Omaha’s megabillionaire down the street — Warren Buffett — set to celebrate his 90th birthday [H/T Linc] (LINK)
MicroCapClub Happy Hour with Michael Shearn (video) (LINK)
Five Good Questions: Tim Koller - Valuation (video) (LINK)
What Got You There Podcast: #204 François Rochon- President & Portfolio Manager of Giverny Capital (LINK)
Related link: Giverny Capital Letters To Partners
The S&P 500: A Growth-Tilted, Momentum-Chasing, Active Strategy (w/ Mike Green & Rob Arnott) (video) (LINK)
2020 Setting the Stage: The Next Decade for Geopolitics and Markets (w/ Mike Green & Marko Papic) (video) (LINK)
Energy dividends – Mirage or oasis? - by Warren Pies (LINK)
Can Biden’s Center Hold? - by Evan Osnos (LINK)
The Daily Stoic Podcast: Ask Daily Stoic: Ryan and Robert Greene Discuss the Laws of Human Nature (LINK)
“It's silly to try to escape other people's faults. They are inescapable. Just try to escape your own.” —Marcus Aurelius