Just keeping up with product, technical, and science developments in AI is rapidly becoming a full time job. There are economies of scale in being able to grasp the technical and science ideas quicker after you get through first few, but the pace of innovation is unlike anything.

Loved this essay by Josh Tarasoff about what he calls the tension between "implicit" and "explicit" forms of conviction greenlealane.com/_files/ugd/253…

Rob Vinall on China: “Overall, the goal of investing is not to avoid risk – which is, in any case, impossible – but to get paid for taking it. After a multi-year bear market, many Chinese companies are trading at a fraction of their Western equivalents' multiples despite having

Google is delighted that Mustafa Suleyman is now Microsoft’s problem.

One the the best books ever and one of the best recent episodes of Founders

If you're into reading biz biographies like me this is a good collection archive.org/search?query=s…

You know about Ted Weschler, Todd Combs and Lou Simpson. But did you know Berkshire hired other investment talent? One of them was Larry Pidgeon. Larry came to Berkshire from Goldman and went on to launch a ZBI-backed fund called CBM Capital.

knowledge just compounds

Michael Mauboussin on sources of value added

We have a #Bitcoin President.

Ladies and gentleman, it is Morning in America for event-driven investing. Dust off your old copy of Joel Greenblatt's classic. You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits a.co/d/8q1TuMn #Amazon via @Amazon

Canadian compounders 🍁

New Compilation: Outstanding Investor Digest (1,500+ pages) I’ve never had a mentor. There was no singular person who took me under their wing—no long lunches, no late-night phone calls filled with war stories, no hindsight gifted directly into my life. And for a long time, I

Cliff Sosin has run one of the most interesting portfolios in public markets—nearly $2B concentrated in just a few companies, which he always knows better than anyone. Over many years, I’ve enjoyed conversations with him on a million topics, and finally convinced him to talk

"Cash is a call option with no expiration date, an option on every asset class, with no strike price." WB "Berkshire Lifts Cash Pile to Record $347.7 Billion"

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The Omaha World-Herald reports that Warren Buffett will not be on stage answering questions next year at Berkshire Hathaway’s annual shareholders meeting.

GRACIAS ❤️💙

Now that the market is being flooded with Bitcoin Treasury companies they will undoubtedly try to differentiate themselves in order to court capital. The natural and dangerous progression will be promising to outperform Bitcoin and other Bitcoin treasury companies. The only

We are saddened by the passing of Jim Lovell, commander of Apollo 13 and a four-time spaceflight veteran. Lovell's life and work inspired millions. His courage under pressure helped forge our path to the Moon and beyond—a journey that continues today. go.nasa.gov/41tbrpq