Weekly Summary

08/30/2024

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.

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A Happy Birthday to Warren Buffett, who turns 94 years young today, at the end of a week in which Berkshire Hathaway became the first U.S. company outside of the tech space to hit $1 trillion in market value.

Howard Marks and Morgan Housel discussed The Impact of Debt on the Behind The Memo Podcast.

Guy Spier joined Tobias Carlisle and Jake Taylor for a chat on Value After Hours (video).

The New York Times had a good article on “How Costco Hacked the American Shopping Psyche.”

I enjoyed Josh Wolfe from Lux Capital’s appearance on The Logan Bartlett Show (Video, Podcast). Wolfe also released Lux Capital’s Q2 Letter online.

The Founders Podcast covered Li Lu and the pre-investment days discussed in his earlier book, Moving the Mountain.