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.
Michael Mauboussin and Dan Callahan published their latest paper: “Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals.”
Aswath Damodaran made a return appearance on the Invest Like the Best Podcast.
Matthew Ball published his latest essay: “Parallel Bets, Microsoft, and AI Strategies.”
Walter Isaacson and Michael Lewis sat down for a video conversation about their recent books (Elon Musk by Isaacson and Going Infinite by Lewis).
Adam Grant has been making the rounds discussing his new book, Hidden Potential. Among other appearances, he did a Q&A with David Epstein, a Talk at Google, and had a podcast chat with Malcolm Gladwell, which I thought was both entertaining and educational, and included this quote that I copied down while listening:
“We admire people at their peak. We don’t get to see the distance they’ve traveled.” —Adam Grant