Munger, Mozart (and Spier) on Mentorship.

Somebody wrote me a plea for mentorship. I answered him with this Charlie Munger / Mozart story: A young man comes to visit Mozart. “Mozart” he says, “I want to write symphonies”. Mozart: “How old are you?” The man replies; “I’m 23.” And Mozart says, “You’re too...

Talk to Millennium Mams with Monsoon Pabrai

    This post originally appeared on my LinkedIn feed.   I recently had the privilege of joining Monsoon Pabrai to give an online talk to Millennium Mams. It’s in organization that is based in India – dedicated to empowering women through...

Aquamarine Graduates – Former Aquamarine

At Aquamarine, I’ve been able to work with a number of outstanding and talented people. I’m proud of being able to maintain long-term relationships. Here is a list  of some of the people with whom I’ve worked in one capacity or another. And who have...

How to Market if you Hate Humanity.

    Okay. I don’t hate humanity – nowhere close – but I get bored with many conversations quickly. I’m not good at small talk, especially in noisy places where there is loud music, for example, or if one or both of us have to raise our voices to be heard....

Charity Lunch with Guy Spier to Benefit UN Watch

Guy Spier will dine with the winning bidder and up to seven friends on a mutually agreed date. WHERE/WHEN: Anywhere in Zurich, Switzerland, or London, UK, on a mutually agreeable date or any other mutually agreeable location and date. 100% of the proceeds from the...

Avoiding the California Energy Catastrophe in India

  In the early 2000s, the California energy market went into a crisis. Early in 2000, energy prices spiked. And then blackouts started. During a heatwave in the summer of 2000, 97,000 homes were blacked out. In 2001, following blackouts that affected hundreds of...

Making Sense of Tragedy

  I have been humbled by how tragedy is never far away – no matter how good our lives are. Take Quadriplegia: Around two and a half years ago, a classmate from Harvard Business School fell in her apartment.  In a freak of bad luck, she broke her C4 vertebra...

A letter to my non-jewish friends – by Rabbi Jonathan Jaffe

This letter by Rabbi Jonathan Jaffe found its way to my WhatsApp in the aftermath of the October 7th massacres by Hamas in the south of Israel. His words are as poignant now as they were then.   A Letter to My Non-Jewish Friends, Dear Friends, Please forgive me...

Chip War by Chris Miller

https://www.librarything.com/work/28001985 Vaclav Smil has already written about how foundational technologies like steel, concrete, plastics, and fertilizers underpin our civilization; without these, we would regress thousands of years. Add microchips to this list, a...

On Investing in Israel

  I’ve been asked the question why I don’t invest in Israeli companies, given my connections to Israel: Half my family is there, my father was born there, I have an Israeli passport, I lived there, I speak very bad Hebrew. And I think that it’s...

Nobody’s Fool: Why We Get Taken In and What We Can Do About It

Professor Chris Chabris has a new book coming out: Nobody’s Fool: Why We Get Taken In and What We Can Do About It – co-authored authored with Dan Simons. It’s their first book since “The Invisible Gorilla” which was published 13 years ago! Chabris tells me...

The Dissident.

Congratulations to Director Bryan Vogel for his movie The Dissident – which tells the story of gruesome murder of Jamal Kashoggi. Part of that story is that Jeff Bezos got his phone hacked probably with the use of Pegasus which is software made by an Israeli...

Why Write an Email Newsletter?

  My answer to this question is to ask another: What if I keep seeking out the very best people? To learn from them: To shine a light on what they are doing right. If I make them a part of my ecosystem? If I amplify their actions? My email newsletter is one...

The Future of Investment Research

The Future of Investment Research Learning in Public 30th June, 2021 The Future of Investment Research: Learning in Public There is a revolution happening in investment research. Twenty five years ago, only a minority practiced fundamental analysis. Staring at the...