A Dangerous Interregnum, Trump's Energy Policy, Damodaran on ESG, Buffett in 1970, Inflation's Role in Trump's Victory, Taxes in Retirement, James J. Hill, IKEA, F. A. Hayek, Shakespeare ...
Books I read during Q3, Hurricane insurance claims, Berkshire's troubled railroad, Nike's troubles, Doing what you love, Human aging, Ray Ozzie on intelligent machines, Aesop's Fables ...
Trading Berkshire, The Theban Plays, The laws of economics, Fed fairy tales, Buffett's "retirement", Caro's writing process, Buffett's ground rules, Sherwin Williams, Mysterious owls ...
September 11, 2001, Nixon vs JFK, Apple's future, Damodaran on decline, Berkshire's book value, Founder mode, Chasing dividends, Caro on LBJ, Peter Lynch, Epicureanism, Mt Everest ...
Berkshire's Trillion Dollar Milestone, Will Buffett attempt to acquire Chubb?, Intel's Prospects, Personal Bots, Bitcoin, AI vs. Reality, "Useless" Knowledge, Jay Bowen, Rudy Havenstein ...
Thucydides, Corporate life cycles, Ben Graham's first big win, Buffett's early lesson in activist investing, Perils of forecasting, Orwell's 1984, Guy Spier, Ben Thompson, Estée Lauder ...
Berkshire Hathaway's Annual Report, Liberty SiriusXM, Catastrophic risk, Tesla's lead designer, Ben Graham's summer on a farm, Income taxes, Interviews of Bruce Berkowitz and Howard Marks, and more ...
Damage repair, Claude Shannon, Elon Musk's pay, Intellectual obesity, Apple Vision Pro, Ignoring the market, Damodaran data updates, Apple packaging, Samsung, Big Pharma ...
Capital Allocation, Progressive's strategy, Reading plans, Damodaran's free courses, Looking back at Alibaba's IPO, Chris Davis, Outsider CEOs, Shareholder activists, Oprah ...
Berkshire Hathaway Energy, John Neff and Peter Lynch on investing, Charlie Munger on parenting, Damodaran on key person risk, Microsoft's IPO, Howard Marks and Annie Duke on risk ...
Pilot's Founders vs. Berkshire, I Bonds, Ted Weschler interview transcript, Expanding circles of competence, Damodaran on Tesla, Thompson on AI, Charlie Munger, Chris Davis ...
American Prometheus, Buffett buys more OXY, Share repurchases, Lessons from Todd Combs, The nature of risk, Damodaran on markets, Keynes on the Treaty of Versailles, Attia on longevity ...
Charles F. Feeney's philanthropy, Howard Marks makes the case for credit, Spin-offs, Birkenstock's IPO, Costco's clothing, Todd Combs interview, Equifax, and more ...
Steve Jobs in his own words, Risk free rates, Saving for a home, Buffett's investments in Japan, Flawed memories, Podcast interviews with Rudy Havenstein, Doomberg, Paul Graham, and Guy Spier ...
Montaigne on Lying, Berkshire's Q2 results, Equity risk premiums, Taking useful notes, Abandoning books, How Threads was built, BYD challenges Tesla, Katalin Karikó's inspiring life ...
Munger on windowless dorms, Damodaran on country risk, Disney's brand, Working without working, The comfort crisis, Fairfax, Markel, Vision Pro's breakthrough, iPhone hacks ...
Sometimes an investing approach that is not necessarily "rational" from an economic perspective can produce superior results when one accounts for human nature ...
Life is short, Value fund underperformance, Acquisitions, Psychological denial, Damodaran on NVIDIA, Grove's escape, GM in 1920 ...
Investment Report Cards, Damodaran's Free Courses, Iger's Reluctant Retirement, National Indemnity's Unique History, Isadore Sharp ...
Old Books, Damodaran on FCF, Bonus Clawbacks, Meta's Plunging Stock, Bogleheads, Alfred Sloan, David Einhorn, FDR ...