Sunday Finds

Jake Taylor, Jumia Technologies, Grab

Content from Us:

• Episode 113: Jake Taylor Talks Munger and Lessons of Solitude

• Deep Dive: Jumia Technologies

• Deep Dive: Grab

Other Stuff:

• What Is an Entertainment Company?

• Divorce, Denial, Dissonance

• The Limits of Investing Sanity

• The Rage of Carson Block

• The purpose of having slack

• Yes to Life In Spite of Everything

• Historical Look at the Game of Investing

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Smart and Funny Tweets:

Kalpen Parekh @KalpenParekh

Loved every word of this interview @verdadcap

Brian Feroldi @BrianFeroldi

10 Traits Of A Great CEO A 🧵on how I judge management

Aditya @AdityaPolsani99

@B3_MillerValue on whether to build elaborate financial models. Good to read. Clip Source: @williamgreen72 new book CC: @marketplunger1 @MacroOps @SecretCapital_ @S_curvecap @bizalmanac @ClarkSquareCap

litquidity @litcapital

The current state of our investing landscape

Emily Chang @emilychangtv

More CEOs should respond like @glennkelman when their stock plunges. Business television would certainly be a lot more interesting!!!

Bloomberg TV @BloombergTV

WATCH: Redfin CEO Glenn Kelman responds to shares falling after their 1Q results came out. "I just can't be worried that it went down one day, and it's always the day that I go on your show!" He speaks with @emilychangtv https://t.co/Z6GXzI1s1j https://t.co/mw1jKbdvBw

Carl Zha @CarlZha

I just found out the mega project to develop Chongqing’s Chaotianmen Port Chongqing Raffles City is more then 80% complete! 😳 I thought it was a crazy project never gonna take off back in 2012. Check out Amazing Chongqing photographer Zhu Wenqiao on Instagram (@wenqiao.z).

Dan McMurtrie @SuperMugatu

Some thoughts on market competition, investment process, and improvement from a recent letter. We've made the decision not to share letters publicly, but I thought this bit might be helpful to some people. Not investment advice, but absolutely life advice.

Jerry Capital @JerryCap

Name a company (not $SHOP) that is "arming the rebels"

Luis V. Sanchez @LuisVSanchez777

I had a fascinating conversation covering the payments industry with an early Square employee for @MosaicRM. We discuss: Jack Dorsey, $SQ, $PYPL, Stripe, $AFRM, $APT, $V, $MA, & more Here is a thread containing my highlights: