Weekly Digest

Commentary and links with a high signal-to-noise ratio

Apple in China, Forecasting, Financial nihilism, Taking notes in longhand, The Wright Brothers, WeChat, Jacob McDonough on Berkshire Hathaway, and more…
5
Revisiting I Bonds, Reinsurance, Buffett in 1979, Private equity, Why inflation matters, Justifying optimism, Flying across the English Channel in 1785…
1
Limited control, Down rounds, The hero's journey, Unhappy retirees, Abraham Lincoln on idleness, The future of software, Howard Marks, Peter Lynch…
6
Southwest's fragile technology, Finding time to write, Synthetic meat, Taiwan Semiconductor, Carvana, Andrew Carnegie, Estée Lauder, Robert Caro, Rory…
Investment report cards, Walking, Damodaran's free courses, Iger's reluctant retirement, National Indemnity's unique history, Michael Mauboussin, Jeff…
2
Fortune cookies, FTC vs. Microsoft, AI and education, A meaningful life, Music and flow states, Howard Marks, Tom Gayner, Warren Buffett, Henry Leland…
3
Franklin on Free Speech, Bloomstran on Berkshire Hathaway, Brookfield Asset Management, ChatGPT, Walking, Auto Insurance, Walter Schloss, Elon Musk…
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