Sunday Finds

SinStockPapi, Wal-Mart, Duolingo

Catch-up on Our Shows From This Week:

• Episode 122: Limbic Capitalism With SinStockPapi

• Deep Dive: Wal-Mart

• Deep Dive: Duolingo

3 Good Reads:

• Constellation Software Investment Thesis

• How to Work Hard

• Boston Omaha 2020 Annual Letter

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Chit Chat Money is sponsored by Potential Multibaggers. Looking for stocks that have the potential to go up 10x over 10 years? Check-out Potential Multibaggers on Seeking Alpha or on Twitter @FromValue

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Smart and Funny Tweets:

Trung Phan 🇨🇦 @TrungTPhan

Can’t stop laughing at this sighting of the Bezos yacht cut against Bo Burham’s song “Jeff Bezos”

Ndamukong Suh @NdamukongSuh

In 2009, a 2 second meeting changed my life forever. My entire world would be different if it hadn't happened. Here's the real story of: - How I met Warren Buffett for the first time - The biggest lessons I've learned from him - How we ended up arm wrestling on CNBC 👇

Cundill Capital @CundillCapital

Tell me we’re in a private markets bubble without telling me we’re in a private markets bubble https://t.co/dNZ2EInAWV

Packy McCormick @packyM

The speed, simplicity, and ferocity of Tiger's investment process is impressive. https://t.co/wq8hqDbuBf

dee @abitonline

kevin durant’s bald spot @intrnetdaughter

idk, all these hard seltzers seem rushed and experimental

Science of Hitting @TSOH_Investing

Five interesting things I learned while researching Costco (COST) 1 / Costco’s private label brand, Kirkland Signature, generated $52 billion in sales in 2020 (+7% YoY). To put that in perspective, Best Buy’s total FY21 sales, from 1,100+ stores worldwide, were $47 billion.

Chris Mayer @chriswmayer

Thomas Phelps, author of 100 to 1 in the Stock Market, on "how not to miss the boat next time..." "We have been brainwashed into looking for and acting on types of information that have little or nothing to do with multiplying one's investment one hundredfold."

Mostly Borrowed Ideas @borrowed_ideas

Almost every other month, I read these two passages to remind myself how deeply vulnerable I am to delude myself.