This week's reading and viewing list covers How Systems, Culture, and Loyalty Enable Compounding, Overcoming pessimism with patience with John Rogers and Behind the Memo: Easy Money with Howard Marks and Edward Chancellor. 🎙️ David Einhorn: Market Structures Are...
Weekly list
Weekly Reading List – 1st of February
This week's reading and viewing list covers Microsoft CEO Nadella on AI Wave and Tech in 2024, Boeing's Door Disaster in Perspective and Optimal Performance with Daniel Goleman. 📚 Grow Yourself (Ian Cassel, Micro Cap Club) 🎙️ BYD Is Running China's "Manufacturing to...
Weekly Reading List – 21st of December
This week's reading and viewing list covers Google’s True Moonshot, What the great philosophers can teach us about investing, and Jeff Bezos: Amazon and Blue Origin. 🎙️ Jeff Bezos: Amazon and Blue Origin (Lex Fridman Podcast) 📚 Google’s True Moonshot (Stratechery)...
Weekly Reading List – 14th of December
This week's reading and viewing list covers Hermès' $151 Billion Family Fortune Is Europe’s Biggest, Assessing the Implications of a Productivity Miracle and Shane Parrish on Finding Clarity and Making Better Decisions. 📚 Hermès' $151 Billion Family Fortune Is...
Weekly Reading List – 7th of December
This week's reading and viewing list covers These ‘basic rules’ made me successful in life—‘with Warren Buffett, I had all 3’, Learning from UCLA's John Wooden and How to Work Harder and Get Worse Results. 🎙️Videos from the DealBook Summit [Elon Musk, Jaime Dimon,...
Weekly Reading List – 30th of November
This week's reading and viewing list covers The Rational Walk: Charlie Munge with Safal Niveshak, The Future of Driving is Autonomous with Dmitri Dolgov of Waymo, and How Much Are You Hurting Your Returns with Ian Cassel. 📚 Charlie Munger Lives on as All Great...
Weekly Reading List – 23rd of November
This week's reading and viewing list covers The science of AI with Yejin Choi, Biden and Xi’s Blunt Talk and Why We Haven’t Seen A Hard Landing…Yet. 📚 Why We Haven’t Seen A Hard Landing…Yet (Michael Kao (YT) 🎙️ Patrick & John Collison, Co-Founders of Stripe (The...
Weekly Reading List – 16th of November
This week's reading and viewing list covers The Power Of Simplicity with Anthony Kingsley, Luxury Retailers and LVMH and Liberty Media's John Malone on interest rates, media outlook and the streaming landscape. 📚 Liberty Media's John Malone on interest rates, media...
Weekly Reading List – 9th of November
This week's reading and viewing list covers Outlook for Economies and Markets with Co-CIO Greg Jensen, Lessons from a Young Investor Turned Operator by Jan Mohr and What’s Driving Down Oil Prices? 📚 Co-CIO Greg Jensen on the Outlook for Economies and...
Weekly Reading List – 2nd of November
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:...
Weekly Reading List – 26th of October
This week's reading and viewing list covers Lessons in Venturing Differently with Ho Nam, Navigating the Magnificent Seven's Fundamentals and China Chips and Moore’s Law. 📚 China Chips and Moore’s Law (Ben Thompson, Stratechery) 📚 Narrative Drives Price (Sean Iddings,...
Weekly Reading List – 19th of October
This week's reading and viewing list covers Connectivity, Global Fragility and the Added Danger of AI with Nassim Nicholas Taleb, Investing Strategy: “Don’t Forget What You’re Trying to Do” and A Few Laws of Getting Rich with Morgan Housel. 📚 Investing Strategy:...