Connecting The Dots #1
A selection of articles, videos, and podcasts
“My life has been a product of compound interest. Nothing more. Nothing less. And nothing brilliant.” - Warren Buffett
Li Lu in conversation with Bruce Greenwald: Value Investing in China (link)
Lessons from Business Leader Henry Singleton (link)
Zack Fuss - Breaking Down the Food Ecosystem (link)
Tony Xu - A Human and Math Problem (link)
State of the Cloud 2021 (link)
The a16z Marketplace 100: 2021 (link)
How Amazon's Super-Complex Shipping System Works (link)
The Big Lessons of the Last Year by Morgan Housel (link)
Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow (link)
Book recommendation: Capital Account: A Fund Manager Reports on a Turbulent Decade, 1993-2002