🎙Audio: Charlie Bluhdorn: The Conglomerate Boom's Tragic HeroListen now (43 min) | Premium subscribers can listen to an audio commentary on my post Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero.
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“He really was a romantic businessman. I'd never seen that before, and I've never seen it since.” Barry Diller
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"You get your grades in the paper every day. There's no hiding in the investment business. The numbers are what they are, you can make up all the…
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"In the investment business we are paid to learn. I think people forget that."
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"Full disclosure: I have I've had a bearish bias for 45 years that I've had to work around. I like darkness."
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🎙Audio Repost: Reflections on the Investing Process with Michael MauboussinListen now (70 min) | “Great investors do two things most of us don’t. They seek information or views different than their own and they update their…
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🎙Audio: Focus and Finding Your Favorite ProblemsListen now (15 min) | Premium subscribers can listen to an audio commentary on my post Focus and Finding Your Favorite Problems.
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“Jony Ive was talking about Steve Jobs: 'Steve was the most remarkably focused person I have ever met in my life.' That should tell you to do an audit…
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“There's so much information that you have to use filters to learn. The problems you have to solve serve as filters. Also smart people, your goals, even…
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🎙Audio: The Tiger That Was a Wolf: Lessons From Julian RobertsonListen now (47 min) | Premium subscribers can listen to an audio commentary on my post The Tiger That Was a Wolf: Lessons From Julian Robertson.
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“If I had had to give my own money to any of them, I would have given it to Robertson. He knew stocks better than anyone.” Jim Chanos
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🎙Audio: Picking Stocks Like Warren BuffettListen now (26 min) | Premium subscribers can listen to an audio recording of my post Picking Stocks Like Warren Buffett.
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