Looking Back at 2020 (in Hindsight)
Imagine it’s the year 2025. We’re over the pandemic, we have learned the end result, and we know all the events that have yet to play out.
Business Adventures: A Captivating Book on American Industry
Even though the book is written from a collection of twelve New Yorker articles in the 1960s, each Business Adventures story is as relevant to business today as ever.
The Junto, by Ben Franklin
We didn’t come up with the name of our endeavor ourselves. It comes from a hero of ours, Ben Franklin, who founded the Junto in 1727.
Intelligent Investing During Market Panic
In times of stock market panic and sell-offs, it’s tough to maintain temperament. But here’s why it’s important.
The Knowledge Moat: Keeping Competitors out Through Ability
Knowledge and know-how can act as an almost indestructible moat for a company’s competitive position and growth prospects. But there’s also a large risk of losing it coming from within an organization.
GrafTech International: A Risk-Reward Bet
Here’s why we like the probabilities of investing in graphite electrode industrial, GrafTech International.
Charlie Munger: 2020 Daily Journal Annual Meeting Transcript
Charlie Munger spreads wisdom at the annual meeting for the Daily Journal. Here’s a full transcript of the entire meeting.
Short Squeezes and Market Corners
Keynes said that markets can stay irrational longer than you can stay solvent. Some of the greatest lessons of why that is are found in the history of market corners and short squeezes.
What Other Industries Teach Us About Investing
A great presentation by Morgan Housel teaches us the simple value of the long view.
Avoiding Life’s Pitfalls With Kipling
What is said in Kipling’s timeless poem is incredibly powerful.
Epidemic Models: Understanding Infections in Biology and Other Domains
Read about the powerful mental model used to understand how epidemics gain traction in biology, financial markets, and more.