Links - 8/9/2021
“Our stay-put behavior reflects our view that the stock market serves as a relocation center at which money is moved from the active to the patient.” —Warren Buffett (1991)
Berkshire Reports Strong Earnings, Boosted by Manufacturing and Buybacks (LINK)
Chris Bloomstran’s quick take on Berkshire’s 10-Q (LINK)
Apple’s Mistake - by Ben Thompson (LINK)
Third Point’s Q2 Letter (LINK)
The Rise of Bernard Arnault (LINK)
Growth for (value) investors (LINK)
Bloomberg Wealth: Marc Andreessen (video) (LINK)
Morgan Housel on Seeking Simplicity in a Complex World - The One Percent Show (video) (LINK)
Village Global's Venture Stories Podcast: The Psychology of Personal Finance with Ramit Sethi (LINK)
Odd Lots Podcast: Dallas Fed President Rob Kaplan on the Economy and Monetary Policy Right Now (LINK)
The Acquirers Podcast: Metal Royalty: Vox Royalty’s CIO Spencer Cole on precious metals royalty and streaming (LINK)
Capital Allocators Podcast: Private Equity Masters – Chuck Davis – Stone Point Capital (LINK)
Vox Conversations Podcast: Marty Baron on the future of news (LINK)
Planet Money Podcast: Mobile Home Parked (LINK)
The Daily Stoic Podcast: Journalist Oliver Burkeman on Making the Most of the Time That We Have (LINK)
Related book: Four Thousand Weeks: Time Management for Mortals
The Daily Stoic Podcast: Seneca on Being (LINK)
Related link: Tao of Seneca – Free PDFs
Matt Ridley interview in the Wall Street Journal (LINK)
Masks Are Back, Maybe for the Long Term (LINK)
The New Yorker Radio Hour: Atul Gawande on the COVID-19 Resurgence (LINK)
A Nuanced Guide to Delta (LINK)
“I have just three things to teach: Patience, simplicity, and compassion. These three are your greatest treasures.” —Lao Tzu