Liberty

New acquisition at volaris: http://www.prweb.com/releases/triple_e_technologies_joins_red_river_software_a_volaris_group_company_to_expand_offering_to_petroleum_and_c_store_industry_in_retail_vertical/prweb16260118.htm h/t @pearnick

https://www.cnbc.com/2019/04/25/comcast-is-pondering-a-sale-of-its-minority-stake-in-hulu-to-disney.html

Interview with a Boeing whistleblower who talks about cultural issues at the company that could affect safety: https://www.nytimes.com/2019/04/23/podcasts/the-daily/boeing-dreamliner-charleston.html

https://traviswiedower.com/2019/04/24/what-makes-a-great-business/ Good read on some of the basics of what makes a great business.

https://threadreaderapp.com/thread/1120539665512189957.html

Writeup about the company with a decent overview: https://seekingalpha.com/article/4255039-constellation-software-sustainability-average-roics

Q1 2019 commentary by Miller: https://millervalue.com/bill-miller-1q-2019-market-letter/

https://medium.com/waymo/making-waymos-in-motor-city-76c2af165165

Acquisition at the Real Estate group: http://www.prweb.com/releases/constellation_real_estate_group_to_acquire_torchx_from_web_com/prweb16256463.htm Also one at Harris: https://www.harriscomputer.com/en/news/?data-ipsquote-timestamp=1555992000&article=harris-rsquo-public-sector-group-acquires-trancite-logic-systems And one at Jonas: https://www.jonassoftware.com/About_Us/Latest_News/Jonas_Software_Announces_the_Acquisition_of_BEC_Le h/t @pearnick

This is a bunch of crap. Simialr "studies" have been around forever, I remember those claiming that Priuses were worse than Hummer... Actual LCA studies show a major advantage to EVs, even when charged on coal-heavy grids.

https://stratechery.com/2019/uber-questions/

https://exponent.fm/episode-169-family-friendly-disney/

https://spectrum.ieee.org/aerospace/aviation/how-the-boeing-737-max-disaster-looks-to-a-software-developer

Harris acquisition: https://www.newswire.ca/news-releases/pg-solutions-announces-the-acquisition-of-tailbase-inc--874000814.html https://www.tailbase.com h/t @pearnick

Recent Ubben interview on CNBC: https://www.cnbc.com/video/2019/04/16/watch-cnbcs-exclusive-interview-with-valueacts-jeff-ubben.html

Glad you're enjoying it. He also did an interview with Rhonda Patrick here: https://www.foundmyfitness.com/episodes/matthew-walker And Kevin Rose: https://www.kevinrose.com/single-post/matthew-walker But he goes most in-depth with Attia.

To me that model fits the definition of aggregator. https://stratechery.com/aggregation-theory/

https://www.wired.com/story/facebook-mark-zuckerberg-15-months-of-fresh-hell/

Visa CEO interview

Why do you think self-producing content is opposed to the idea of being an aggregator? I don't think it is. It's because they can aggregate so much demand that it makes sense for them to self-produce (can spread fixed costs over a larger base).

I thought this might be useful to discover specific podcast EPISODES (not podcasts as a whole, please. If we like the episode you recommend, I'm sure we'll have a look at other episodes... but it's nice to have a starting point). My favorite podcast episode of the year so far is this three-part interview with Dr. Matthew Walker: https://peterattiamd.com/matthewwalker1/ https://peterattiamd.com/matthewwalker2/ https://peterattiamd.com/matthewwalker3/ I've read his book, but somehow his interviews with someone smart like Attia are even better (because he can go deeper than in a general-audience book). Highly recommend that you check this one out. It'll not only help your investing, but everything else in your life.

https://stratechery.com/2019/disney-and-the-future-of-tv/

Of course investors need to do their DD, and investing is risky, if anything was a sure bet, everybody would take it. The idea that I was trying to convey is that trying to accomplish something that is very hard, and doing it in good faith and doing your best, is admirable and the world needs more of that. If it was easy and success was assured, there would be nothing special about going for it and a million others would already be doing it, so you'd add very little value.

Monetizing maps: https://adage.com/article/digital/google-flips-switch-its-next-big-money-maker-maps/2163976

Part 3: https://peterattiamd.com/matthewwalker3/