Anyone going to Omaha this weekend? Enjoy!
(i) I Am Home Podcast: Todd Combs: Meeting Munger, Buffett and Joining Berkshire
I’m still kind of Team-Ted but enjoyed this interview. Also see: Fairfax Financial Holdings: Annual Meeting 2023 that Gulf Insurance Group asset is really great. And, Exor Letter to Shareholders.
(ii) Milken Global Institute: Global Conference Videos
Lots of stuff in here. I always watch Common Sense for Uncommon Investors, Credit Markets: Pressures Abound, Credit Outlook, & Evaluating Credit Market Dislocations.
(iii) HoldCo Asset Management: The Unsafest and Unsoundest Of Them All – U.S. Bancorp (Ticker: USB)
Also see: RCG: Sequoia Strategy - Q1 2023 - Portfolio Review. Comments on SCHW.
(iv) UBS & Art Basel: The Art Market 2023
Also see: The New Yorker: A High-Tech Heist at the British Museum.
(v) FT: Everything you don’t actually need to know about the economics of Succession
Love this.
(vi) Twitter: Some Basic Pointers on How a Suit Should Fit
Also see: the male urge to run a sub-4 hour marathon.
(vii) Something interesting is happening in Tulsa
On the George Kaiser Family Foundation’s efforts to revitalize Tulsa with Jews.