Weekly Summary
03/17/2023
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.
Ben Thompson’s “The End of Silicon Valley (Bank)” is worth reading, and thinking about.
The Business Breakdowns Podcast profiled the Walt Disney Company.
Roger Lowenstein on the tough task the Fed is facing.
The Fundsmith Annual Shareholders’ Meeting video was posted online.
John Garret of Investment Masters Class with some great lessons from Helzberg Diamonds.
hi joe,
I’m learning about value investing and looking for a video of “Li Lu’s 2010 value investing lecture at Columbia”. I try hours to find it somewhere else but still can’t find it. Seems like it’s a private video, can you share it with me? My email is weijieholdon@gmail.com
thanks a lot！