Berkshire Hathaway at $1 Trillion, Warren Buffett's Canvas, Dollar General, Mr Market Miscalculates, Competing in Search, The American Dream, Li Lu, Deep Dive into AI, The Impact of Debt, and more ...
Daily Journal, The Oresteia, Elon's compensation, TSMC, Banks in disguise, Reading about stupidity, Zweig on Ben Graham's continued relevance, 3G Capital, Morgan Housel, Christopher Tsai ...
Unpopular large companies, Dopamine culture, Buffett's cheapest stock, Investing in vertical SaaS, The bear case for China, Chris Davis, Michael Mauboussin ...
Berkshire's Q3 earnings, Munger on retailing, SBF's strange philosophy, Rob Henderson on reading, Howard Marks on a full return world, Morgan Housel on writing that sells, Cities on Mars ...
Life is short, Value fund underperformance, Acquisitions, Psychological denial, Damodaran on NVIDIA, Grove's escape, GM in 1920 ...
The Buffalo News, Powell's High Stakes Mission, Longevity, Unsolicited Advice, Disneyland, Paul Graham on Reading, Keith Creel, Howard Marks ...
Trouble Ahead for Housing? ...
"Like Warren, I had a considerable passion to get rich, not because I wanted Ferraris — I wanted the independence. I desperately wanted it.” -- Charlie Munger The world can appear vastly unequal in terms of the goods and services ...