Enjoy!
I loved this interview. I’ve also been listening to a lot of the Acquired podcast and enjoyed their three episode series on Berkshire. See also: Li Lu's Investing Masterclass at Columbia Business School.
(ii) Jeff Jordan - Building & Investing in Marketplaces
A16z partner and former CEO of OpenTable talking about the nuances of marketplace businesses. Also: The Bill Gurley Chronicles: VCs, Marketplaces, And Early-Stage Investing (a massive collection of Bill Gurley content).
(iii) Milken Institute: Common Sense from Uncommon Investors
Moderated by Milken. Tananbaum & the guy from Davidson Kempner had some interesting slides. Cathie Wood spinning out, vomits on stage.
(iv) Construction Physics: Is There a Housing Shortage or Not?
Also see: Voss Capital: The Big Long: A deep dive into US Housing. Guess we’ll see pretty soon.
If you can get past Jack Dorsey's nose ring, lots of interesting stuff on evolution of payments.
(vi) Oversharing: What went wrong with Jokr
A quick commerce update. Also: The economics of Wendy’s pricing.
(vii) The Guardian: The best films of 2022 so far
And Is Elizabeth Line Purple About To Become The Trendiest Colour Ever? Pantone is so good.