Released July 27th, 2021
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Carl Kawaja - Wisdom from Decades of Investing
Carl Kawaja is a long-time portfolio manager at Capital Group. We cover Carl’s criteria for building conviction around long-term holdings, his views on uncertainty, and his belief that failure is key to a great investing career.
Professional Investors
Public Equity
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Colossus
Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View
Michael Mauboussin is the Head of Global Financial Strategies at Credit Suisse. We cover moats and base rates, the active-passive debate, and the shift from public to private markets.
Colossus
Robert Cantwell - Facebook: The Trillion Dollar Listing
Robert Cantwell is the founder and CIO of Upholdings. Jesse Pujji is the co-founder and CEO of Ampush. We cover how Facebook successfully navigated the transition from desktop to mobile, what drives the value of its network, and dive deep into the Facebook ad ecosystem.
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Why making chips is so hard
An overview of the semiconductor industry and the major bottlenecks it currently faces.
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The Three Sides of Risk
A hauntingly beautiful story that illustrates ambiguity and the three different aspects of risk, specifically the impact of tail-risks.
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11 Lessons from the Success of Disney+
How Disney successfully struck back against Netflix in streaming video-on-demand (SVOD).
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Intel and the Danger of Integration
A brief history of Intel's integrated approach and how TSMC's modular approach ultimately disrupted it.
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Professor and Author George Saunders' 2013 Convocation Address
A powerful commencement address on regret and the power of kindness.
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Letters to a Young Poet
German poet Rainer Maria Rilke's ten letters full of wisdom on career, art, love, and life.
Book
The Visual Display of Quantitative Information
The definitive book for presenting quantitative information in a digestible way.