Enjoy!
(i) 50X Podcast: Foundations with Nick Howley
Will Thorndike started a podcast. First episode here with the TransDigm Founder. Really great interview. Also see: Scuttlebutt: Sidecar Investing (v2.0). And, Reflections on the Investing Process with Michael Mauboussin.
(ii) Insurance vs. Inflation & Interest Rates (Admiral, Sabre, Directline) – Part 1
Kind of funny given that Buffett started investing in insurance in the 70s (Valuations matter!). This is part 2. Crazy how much Admiral is down, but I don’t have any insight on valuation.
(iii) #131 - Keep on Mowing
On route density and scale in all these wild uber/dash kinds of businesses.
(iv) Bankman-Fried on Crypto Downturn & Acquisition Landscape (Video)
SBF is an interesting character. See: To what end? And, Sufficient Decentralization for Social Networks. And… Declaration of Alex Mashinsky, Chief Executive officer of Celsius Network LLC, in Support of Chapter 11 Petitions and First Day Motions .