Enjoy!
(i) Turtle Bay: A Buffett 1950s stock: National American Fire Insurance
Yung Warren was such a hustler. Also see: The Plymouth Rock Company: 2024 Annual Report (Long CET 0.00%↑ )
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(ii) Ludovic Phalippou on LinkedIn: KKR & IRR Calculations
Funny and true.
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(iii) Redpoint AGM 2024
Some charts on VC fundraising. Also see: Could an AI replace all music ever recorded with Taylor Swift covers?
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(iv) Brilliance ratings of own field vs. brilliance rating among doctorate holders
Also funny. Also, see: Marginal Revolution: Steve Levitt on the future of economics
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(v) Rest of World: What I missed when I went to North Korea
And, related: How to Run a CIA Base in Afghanistan.
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(vi) NYT: Not Just for Scooby-Doo Anymore — the Secret Door Is Having a Moment
Long secret doors. Also see: Dwell: The Great Toilet Rebrand.
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(vii) NYT: Overheard at the Half-Marathon: ‘Wait, Was That Lil Nas X?’
He ran a half without training and in high-tops.