What I Wish I Wrote ~ June 30, 2017

Charlie Munger’s talk on the Psychology of Human Misjudgement via Marketfolly

Checking in with ESPN, the current state of its business and its future. (Sports Business Daily)

You probably hear a lot that Tesla is disrupting this and that business. But is Tesla really disrupting any business in the true Clayton Christensen definition? (Vox)

How would your portfolio have done if you invested in the Dividend Champions in 2007? (The Dividend Growth Investor)

Brown v Board of Education was a landmark Supreme Court case but did we mess up who and how we integrated the schools? (Revisionist History)

Has the meteoric rise of passive investing generated the “greatest bubble ever”? (13D va Medium)

Tiger Cubs battle short sellers over Transdigm. (Financial Times)

Faceless Publishers. The changing infrastructure of online publishing and monetization. (Stratechery)

Best Habits of Highly Successful Investors (Steve Romick in Barron’s)

70 years ago Russ Gremel bought $1,000 worth of Walgreens now the stake is worth $2 million and he is donating it to set-up a wildlife refuge. (Chicago Tribune)

Compound interest works with learning too. (Kottke)

This is Your Nightmare Scenario (The Irrelevant Investor)

Warre Buffet on the PBS News Hour (Video 1, Video 2)

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