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The Digest #208
Biden's Withdrawal and Limits of Gaslighting, The CrowdStrike Crash, Munger and Franklin, Steve Jobs in 1983, Microsoft deep dive, Marks on risk, Luca…
Jul 24
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The Digest #207
Claim Checks, Herodotus, Berkshire at record highs, Folly of certainty, Advance Auto Parts, Flawed memories, Lost knowledge, Todd Combs, Walter Schloss…
Jul 18
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The Digest #207
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The Digest #206
The Trust Deficit, EU Regulations, Medicare Advantage scams, Munger soldiered on, The cult of Silicon Valley, Self-esteem and outer scorecards, MMT's…
Jul 10
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The Digest #205
Books I read in Q2, Buffett's estate plan, The magic of compounding, How to read a book, Portfolio rebalancing, Ben Graham in 1955, Sam Walton, LBJ…
Jul 3
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27
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June 2024
The Digest #204
Buffett buys more Occidental, Daily Journal annual meeting notes, Experts vs. Imitators, Slowing down time, Return of meme stocks, The U.S…
Jun 19
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17
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The Digest #203
American Scripture, Prometheus Bound, Herodotus on wealth, Apple intelligence, NetJets, Value Investor's Club, Nietzsche's world view, Are wrist watches…
Jun 12
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14
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The Digest #203
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The Digest #202
George Washington on debt, Superinvestors of micro-caps, BYD, OXY/BHE joint venture, Imposter syndrome, Decline of higher education, Howard Schultz…
Jun 5
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24
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The Digest #202
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May 2024
The Digest #201
Daily Journal, The Oresteia, Elon's compensation, TSMC, Banks in disguise, Reading about stupidity, Zweig on Ben Graham's continued relevance, 3G…
May 29
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17
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The Digest #200
Thomas Jefferson's advice to his nephew, Inside a Baby Berkshire, Windows Copilot, Hot utility stocks, Appnesia, Stress and heart disease, Steve Jobs…
May 22
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15
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The Digest #200
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The Digest #199
Daily Journal reduces leverage, iPad Pro vs. MacBooks, Independent platforms, Berkshire Hathaway's annual meeting, A long run perspective, the…
May 17
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The Digest #199
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Hesiod’s Works and Days
One of the oldest surviving books provides advice that is just as relevant to our lives today as it was over 2,700 years ago.
May 14
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Hesiod’s Works and Days
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The Digest #198
Thoughts on risk, Berkshire recap, Graham's first investment, Marks on debt, Electricity demand, How to spend your days, AI and productivity, Chicken…
May 13
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15
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The Digest #198
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