This week’s reading and viewing list covers Demand / Supply – Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More, Market Share & Profitability and Disney wins boardroom showdown with activist investor.
📚 Disney wins boardroom showdown with activist investor (The Guardian)
🎙️Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (The Tim Ferris Show)
📚 Billionaire Brad Jacobs: Meditation, thought experiments, and cognitive behavior therapy helped me succeed ((h/t) Fortune)
🎙️ Demand / Supply – Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More (BG2Pod)
📚 A Smart Twist on One of the Stock Market’s Dumbest Ideas (Wall Street Journal)
📚 Lucky vs. Repeatable (Morgan Housel)
📚 Market Share & Profitability (Daniel Rasmussen. Verdad)
📚 Everything is Obvious (Behavioural Investment)
