Liberty

Greg, I think you live in the burbs. 4 hours without AC in NYC in 90 degree weather can kill people. There is no grass and you can just chill in the backyard. You lose power and everyone's apartment becomes an oven. People also get stuck in elevators, the elderly have to walk up and down 30 floors to get home, etc. Tall glass buildings without HVAC (even just airflow from fans) can turn into quite hostile places rather quickly too..

Lex Fridman of the MIT AI Podcast interviewing Jeff Hawkins: https://lexfridman.com/jeff-hawkins/ Very thought-provoking episode, especially the last 1/3rd.

10 days left for the Deadwood book kickstarter project by Matt Zoller Seitz: Now at 2/3 funded, but please, if you have any interest at all in the show (my favorite of all time), give your support! It's only a few bucks for no doubt many hours of entertainment, a new perspective on a classic show, and a way to relive the show one more time through the book. thanks!

Some slides from a presentation by Pat Dorsey (looks like it's from 2011): https://dorseyasset.com/wp-content/uploads/2016/07/10-years_100-analysts_2000-stocks_vic_omaha.pdf

Probably listening to him is the best 2 hours I spent on internet this year. Thanks a ton for introducing Naval Ravikant. If you like Naval, he's done interviews on Patrick O'Shaughnessy, Tim Ferriss and Shane Parrish's podcasts. https://fs.blog/naval-ravikant/

Sun valley interview: https://variety.com/2019/biz/news/john-malone-faang-sun-valley-charter-1203263342/

I really like some of the rephrasing that she offers as a way to sharpen thinking and/or get better information. For example, instead of asking people "are you sure?", asking "how sure are you?"

I enjoyed this Investing City episode with Bluegrass Capital. His second time on the show. https://www.investingcity.org/podcast/episode/1f0fd980/ep-29-bluegrass-capital-pt-2-business-lessons First time here: https://www.investingcity.org/podcast/episode/f93f7425/ep-22-bluegrass-capital-securities-analysis

Here's one that I've enjoyed a lot, a bit different from most of the others posted here (not about finance or health): Mason Hartman interviewed by David Perell: https://www.perell.com/podcast/mason-hartman I've been following Mason for years on Twitter, great wide-ranging mind.

That's all valid, I'm just encouraging you to say this to him rather than tell him not to post at all or how to post. I think we all want the same thing: Interesting discussions. How we get there is by asking each other questions and suggesting ideas and by constructively disagreeing.

Interesting reference site with lots of company profiles and histories. http://www.fundinguniverse.com/company-histories/

Liberty, Chesko, I'm a fan of Peter Attia but even as a medic I do find his podcasts to be very technical for non medical audience. Am (pleasantly) surprised to see his podcasts being favourites in an investment thread. Are you in the medical field? The Jason Fung episode totally changes our way of thinking of diabetes - I like the idea of time restricted feeding but we need some caution as the science is not there - yet. However, the risk of TRF in healthy adults is uber low. I started about a month or two ago and I'm liking it. Maybe we need to start a thread on Time Restricted Feeding? I'm not in the medical field, but I've been curious about it for a long time and tend to be an autodidact. I've read some biochemistry and molecular cell biology textbooks and such to get a better understanding... But let's say that the Attia 5-parter with Tom Dayspring about lipidology was about as close to the limit of what I could follow as I've yet found in a podcast. That's some in-depth stuff! But even if I only understand x%, I feel that's still a lot better than not trying and 0%.

It’s a data point on market sentiment, John, which is a big part of what this thread is about. Publications like USA Today are useful for that if nothing else. SHDL, OK, but then you need to add some kind of personal comment to your linking. Otherwise, you just bring market sentiment to CoBF. That's not how things work. Market sentiment won't just invade a forum unless there's a caveat and it's pre-digested by someone else. We can make up our own minds, no need for the paternalism. And nobody's forcing you to click his links or agree with what he says. If you have a counter-argument or comment, post it, but don't just tell people not to post things that are on topic, please.

I've been using it for a few weeks and it's very promising.

December 1999 Paine Webber-Gallup survey of investors: average expected returns over the next decade was 19%. (Do they still do those surveys?) I can't think of a systematic survey recently, but most of what I've seen since about 2011 was the mid-single-digits "new normal" stuff, with investors mostly getting surprised to the upside during that period.

Happy 4th to all my American friends, have a good one! And happy birthday Parsad. You are no older than 35 at heart, I can testify to that. cheers!

I might have a PDF copy of that book around somewhere. I will look for it if you want. I have a paper copy. It's not that great a book, it's not all about Singleton and Teledyne strategy... lots about the author and stuff that might be less interesting to the investor-reader.

It's not even the same SP500 anyway. Look at the composition of the index during different periods, and then ask yourself if some businesses are worth higher valuations than others. Is it worth the same multiple when you're railroad and heavy industrial and commodity-heavy as if you're tilted toward capital-light, high ROIC businesses (healthcare, software, services, advanced IP-based engineered products, etc). There's also the globalization aspect. 60 years ago, most of the US-listed companies did most of their business inside one country. Now a lot of the biggest companies in the index are global and are capturing some of the rapid growth in places like Asia.. Anyway, comparisons are a lot harder to get right than most people think.

New interview: https://peterattiamd.com/annieduke/

Funding for the book is at about 61k out of 150k with 25 days to go. Very good sign. But if you have any interest in it, go pledge, because this won't be in bookstores or sold after the initial run, and it sounds like it's going to be pretty amazing. Earl Brown (who plays Dan Doherty) made this video about it:

Loved that one too. I could listen to Rick speak all day. agree, and would also add that it's probably the podcast with the best audio quality I've listened to, given it was recorded in Rick's studio ;D If you want to hear more of Rick podcasting, he's done some episode for the Broken Record podcast, which is part Malcolm Gladwell's podcast network (along with Michael Lewis' new podcast).

My pleasure

Two more great ones: Patrick O'Shaughnessy interviewing the pseudonymous "Jesse Livermore", author of http://www.philosophicaleconomics.com http://investorfieldguide.com/livermore/ And Ted Seides interviewing Patrick O'Shaughnessy (it's good to hear him as an interviewee rather than an interviewer, he talks a lot about quant stuff): https://capitalallocatorspodcast.com/2019/06/09/osam/

Loved that one too. I could listen to Rick speak all day.