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#127 - Interview with Brent Beshore, CEO of Permanent Equity

QUOTE OF THE WEEK


"The happiness of your life depends upon the quality of your thoughts."

― Marcus Aurelius, Meditations



FOOD FOR THOUGHT


Episode #12 - Brent Beshore, CEO of Permanent Equity


I had the pleasure of interviewing Brent Beshore recently for episode #12 of the Circle of Competence podcast. In our conversation, we hit everything from Brent's first investment in the small business space to building the Permanent Equity flywheel to reconciling his worldview between work, faith, and purpose. A few links to books and articles mentioned in the show:


Permanent Equity Writings:


How to acquire your first small(er) company

The Messy Marketplace (book)

The Messy Marketplace (Podcast)

Permanent Equity Principles


Books Mentioned:


Practicing The King’s Economy

Living Life Backward: How Ecclesiastes Teaches Us to Live in Light of the End

Mere Christianity

Making Sense of God: an Invitation to a Skeptic

The Ruthless Elimination of Hurry

The Weight of Glory


Enjoy!



LINKS


Investing


Ray Dalio weighs in on financial markets, a history of world order and central banks plus more (Yahoo! Finance)


Walmart CEO Doug McMillon on navigating COVID-19, holiday shopping, and the competition (Yahoo! Finance)


Peter Doyle of Horizon Kinetics on modern value investing (The Pomp Podcast)


Some thoughts on starting out as an independent fund manager (RV Capital)


Graham and Doddsville Fall Edition (Heilbrunn Center)


Financial history as a teacher (Chris Mayer)


Staying home: how the coronavirus changed consumer behaviors and company valuations (Morningstar)


Technology


Inside Ant, the world's biggest IPO (Wall Street Journal)

Crispr Gene Editing Can Lead to Big Mistakes in Human Embryos (Wall Street Journal)


How Apple is organized for innovation (Harvard Business Review)


Beyond batteries: How new technologies are fueling energy storage (Hewlett Packard)


The building blocks of tech (Rex Woodburry)


Signaling as a service (Link, H/T Randy Moore)


The centralized internet is inevitable (Palladium)


The self-driving car is a red herring (Nautilus)


Real Estate


Booking Holdings CEO Glenn Fogel discusses the disruptions of the travel industry during COVID-19 (Yahoo! Finance)


Hilton CEO Chris Nassetta on the travel industry during covid-19 era (Yahoo! Finance)


Economics and Geopolitics


How Christianity created capitalism (Acton Institute h/t Scott Carmack)


Aleksandr Solzhenitsyn on Existentialism (Jordan Peterson)


Inside Uber and DoorDash's push to win the most expensive ballot race in California history (Wall Street Journal)


Rational order from irrational actions (Yale Insights)


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