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Money and Finance

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Phil DeMuth's Daily Journal Annual Meeting Notes, Part 4 (LINK)

Atul Gawande's conversation at the Harvard T.H. Chan School of Public Health (video) [H/T ValueWalk] (LINK) [Related books, HERE.]

Elon Musk’s Ex-Wife on What It Takes to Be a Mogul (LINK)

Chinese market becomes increasingly core to Apple (LINK)
IPhone sales in Greater China, which includes the mainland as well as Hong Kong and Taiwan, have overtaken those of the US, as total revenues for the region surpassed Europe.
Interesting fact of the day: Apple’s annual dividend is now greater than its share price from 11 years ago.

Tim Ferriss' TV Show is now available (LINK)

Investing quote of the day, via Jim Chanos:
The Fed will tell you that their two mandates are full employment and controlling inflation. A shadow third mandate is using asset prices to fulfill the first two parts of the mandate.




- Shane Parrish's 2016 Daily Journal Meeting Notes
Shane Parrish has finished his extensive notes from the 2016 Daily Journal Meeting. Shane is charging $33 for them until March 1st (then the price will rise to $49) . And while there are free notes from the meeting out there as well as an audio of the...

- Links
As this year's Daily Journal Annual Meeting draws near, it may be a good time to review some notes from last year. There are some free ones out there, but the most extensive ones are the ones Shane Parrish put together for $49. If you haven't...

- Links
Phil DeMuth's Daily Journal Annual Meeting Notes, Part 3 (LINK) Stan Druckenmiller's interview with Bloomberg (video) [H/T Market Folly] (LINK) Measuring the Moat – Part 1 (LINK) [The tour de force on this topic is Mauboussin and Callahan's Measuring...

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Phil DeMuth's Daily Journal Annual Meeting Notes, Part 2 (LINK) Tips from Buffett, Bloomberg and Marina Abramović [H/T @GSpier] (LINK) Related book: Getting There: A Book of MentorsHow Spanx Got Me an Interview With Warren Buffett (It's Not What...

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Jason Zweig on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Bloomberg on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Guy Spier on Bloomberg TV discussing his book The Education of a Value Investor (H/T...



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