February 15, 2020

Texas Pacific Land Trust, Charlie Munger at The Daily Journal Annual Meeting, preparing for a recession, the case against REITs, Peter Thiel on geopolitics.

February 9, 2020

Tesla: Bears, Bulls, and Spectators, real estate links, economic concentration, lessons of history, SpacEx spinning of Starlink in IPO, cost of solar declines.

February 2, 2020

Unit economics, Tesla's valuation, private equity companies are trading companies faster, silicon valley vs. private equity, Deepmind study on protein folding.

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