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 ...
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 ...
Daily Journal, Apple, Costco, Moody's, Munger's wisdom, Tesla's narratives, Tim Urban on writing, Rivian, AI's morality, AI bubble?, How James Longstreet defied the South after the war ...
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 ...
The Precautionary Principle, GEICO Layoffs, Superlinear Returns, TIPS for Retirement, Rockefeller's advice to his son, Impact of GLP-1 agonists, Tesla's IPO, Conference call transcripts ...
TIPS for Retirement, BYD vs. Tesla, Katalin Karikó's vindication, Teledyne, Helzberg Diamonds, Interviews of Marc Andreessen and Shane Parrish, David Senra's review of Jimmy Buffett's autobiography ...
It makes no sense to engage in short term relationships with investments, but it is also hazardous to fall in love with a company or its management ...
Coca-Cola in 1923, Hyperinflation, Stoicism, CBDCs, Daily Journal Transcript, Mimetic Desire ...