Weekly Reading List

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:...

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,...

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:...

This week's reading and viewing list, TED studio takes on the Israel-Hamas war and what it means for the world, The Thin Line Between Bold and Reckless and Market Bipolarity: Exuberance versus Exhaustion. 📺 Oaktree's Howard Mark on Bloomberg Wealth (David Rubenstein...

This week's reading and viewing list covers The Curse of Short-Termism, a watch list on the Great Wealth Transfer and Rising Internal Conflict by Ray Dalio and Bill Gates on Climate. 📚 15 Questions to Ask Management Teams (Todd Wenning) 📚 AI, Hardware, and Virtual...

This week's reading and viewing list covers China's Economic Risks, AI and Telsa with Jim Chanos, Benjamin Graham on Bear Markets and Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap? 📚 Top Takeaways from Oaktree's Quarterly...

This week's reading and viewing list covers learnings from Valuation Masterclass with Asmath Damodaran, Our Current Economic Climate with Guy Spier and What OpenAI Really Wants. 📚 GMO's Jeremy Grantham on Bloomberg Wealth with David Rubenstein (Bloomberg) 🎙️ Guy Spier...

This week's reading and viewing list covers learnings from LVMH's Bernard Arnault, a summary of the Chip Wars, Inflation and also how streaming has disrupted movies. 📚 No other investor has a life story quite as unbelievable as Li Lu (Financial Times) 📚 Learning from...

This week's reading and viewing list looks at How Risk Taking, Innovation & Artificial Intelligence Transform Human Experience with Marc Andreessen and 15 Ideas, Frameworks, and Lessons from 15 Years. 📚 Disney’s wildest ride: Iger, Chapek and the making of an epic...

This week's reading and viewing list looks at the one investing trait we should have in our arsenal, a timely discussion on the Rule of Law by Dalio, the self-driving experiment and buying a sporting franchise amongst others. 📚 One Investing Trait to Rule them...