Buffett’s Three Phases, Kobayashi’s Hot Dogs And How Zuck Crushed Google Plus by Matt Brice, The SOVA Group
Profile and back story of Zuckerberg’s destruction of Google Plus. I find it highly informative when two heavyweights duel it out in specific product categories. Another great example is Amazon’s Fire Phone. Here’s a good summary of that failure.
Buffett’s Three Styles. I thought this was a good summary of how Buffett has changed over time. A good foundation for understanding how different investments fit into his evolving styles during the various time periods.
In August, Mohnish Pabrai took part in Brown University's Value Investing Speaker Series, answering a series of questions from students. Q3 2021 hedge fund letters, conferences and more One of the topics he covered was the issue of finding cheap equities, a process the value investor has plenty of experience with. Cheap Stocks In the Read More
Farnam Street with some great thoughts on what he calls Grey Thinking.
Podcast from the past: 2014 Freakonomics episode about hot dog eating (or how Takeru Kobayashi revolutionized the sport of competitive eating). I will have to write about this separately, but I think the seeds of how to invest better is within this podcast. It’s a great way to spend 30 minutes.
Auto buying and loans: A new reality? This is an area that I think will be interesting to watch. We will see in real time whether the dynamics of the underlying loans have changed or this is just another example where “this time is not different.”
I wrote about Conn’s almost two years ago and another author I respect took the other side of the debate (I probably agree with almost every other post this author has written, except this one). The story continues to play out, but it looks like the Wimpy narrative is winning this round.
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