This week’s reading and viewing list covers Linking The Drivers of Total Returns to Fundamentals with Michael J. Mauboussin & Dan Callahan, First and Only Podcast of Charlie Munger; and Parallel Bets, Microsoft, and AI Strategies.

📚 Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals (Michael J. Mauboussin & Dan Callahan)

📚 Parallel Bets, Microsoft, and AI Strategies (Matthew Ball)

📚 Risk is What You Don’t See Coming (Ian Cassel, Micro Cap Club)

🎙️ Be Useful: Seven Tools for Life, Arnold Schwarzenegger with Ryan Holiday (Youtube, interview)

🎙️ What Really Makes a Moat? (Steve Clapham)

🎙️ Learning from Warren Buffett & Charlie Munger w/ Chris Davis (Richer, Wiser, Happier Podcast)

🎙️ Charlie Munger: First and Only Podcast (Acquired Podcast)

🎙️ Sheldon Stone – Liquidity, Covenants, and Capital Availability (Value Investing with Legends Podcast)