Links - 9/10/2020
“Our attitude has always been that if you hire good people and provide good wages and good jobs and more than that—if you provide careers—that good things will happen to your company.” —Jim Sinegal (Costco)
I Hope This Inspires You - by Ian Cassel (LINK)
Related book: Free Capital: How 12 private investors made millions in the stock market
Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes (LINK)
Bessemer Venture Partners’ investor memos (LINK)
The Brooklyn Investor: Sogo Shosha (LINK)
How They Did It: Halma, Plc - by Chris Mayer (LINK)
Nikola: How to Parlay An Ocean of Lies Into a Partnership With the Largest Auto OEM in America (LINK)
Stanley Druckenmiller: The stock market is in an 'absolute raging mania' (video) (LINK)
Industry Focus Podcast: Wildcard: Berkshire Hathaway and the Power of Quality Shareholders w/ Lawrence Cunningham [H/T Linc] (LINK)
Related book: Quality Shareholders: How the Best Managers Attract and Keep Them
Acquired Podcast: Special: Acquired x My First Million (LINK)
Acquired teams up with the My First Million podcast for a “best of both worlds” crossover episode. First we go deep, “Acquired style”, on the wild story of MFM host Shaan Puri’s bought, sold, and then bought-again OG social networking site Bebo, and then we turn the tables and brainstorm startup ideas and investing themes “MFM style”.
For Netflix subscribers, “The Social Dilemma” has been released and looks worthwhile.
This documentary-drama hybrid explores the dangerous human impact of social networking, with tech experts sounding the alarm on their own creations.
“Forget everything else. Keep hold of this alone and remember it: Each one of us lives only now, this brief instant. The rest has been lived already, or is impossible to see.” —Marcus Aurelius