Weekly Summary
05/19/2023
For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are a few (~3-6) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
John Huber had a nice post asking: Why Didn’t the Nebraska Farmer Sell His BRK.A Shares?
James Montier published Part 1 of his effort to explain elevated profit margins.
Ben Thompson’s article “Google I/O and the Coming AI Battles” is worth reading.
The Founders Podcast did an episode on Rose Blumkin.
Sam Zell died yesterday. The Investor’s Podcast released a recent interview they did with Zell this week. For more, also check out the Founders Podcast’s recent episode on having lunch with Zell (or it’s earlier episode on his book), Meb Faber’s recent chat with Zell, an NYU interview with Zell that occurred a month ago, or, most of all, Zell’s audiobook (which he reads himself).
“Remember, for an entrepreneur, the word failure doesn’t exist. It just didn’t work out. And you get up off the floor and try again.” —Sam Zell
“My favorite 11th commandment is, ‘Thou shalt not take oneself seriously.’ You need to constantly challenge your own thoughts.” —Sam Zell