What I Wish I Wrote ~ June 5, 2015

I keep coming back to this post on the state of TV as we evaluate investing in content creators, potential industry consolidation, the risks of cord cutting and changing to subscription models. The Changing – And Unchanging – Structure of TV (Stratechery)

John Malone is thinking about consolidation amongst the content creators too. (WSJ)

Qualcomm: The Biggest Bargain In Large Cap Tech (Capital Observer)

“It’s a bit like owning the English language and then charging anyone that learns to speak English.” Andy Macken on Qualcomm. (AFR)

Michael Burry: Focus on Bargains and not Stock Market Valuations (Base Hit investing)

And a summary of Michael Burry’s post on Silicon Investor (Young Money)

Jamie Dimon is underpaid (The Brooklyn Investor)

Pfizer: Juicy Dividend, Strong Pipeline, Big Gains (Barron’s)

With M&A Booming, Anheuser-Busch InBev Likely Plotting Its Next Big Move (Peridot Capital)

Do Something Syndrome. “Don’t just do something. Sit there!” (Farnam Street)

Pat Riley on the Remarkable power of getting 1% better. We can all take time to measure, review, and improve our processes. (James Clear).

A Summer reading list of summer reading lists. So meta. (Abnormal Returns)

Lastly, let’s not forget about Barbra Streisand the stock picker. “We go to Starbucks every day, so I buy Starbucks stock,” (Barbra Streisand Archives)