A conversation I won't forget. Thank you @BeckyQuick for sitting down with me at the Berkshire meeting to discuss my GBM diagnosis — and for sharing so openly in return. piped.video/watch?v=TbQhb04P…

If you are a pro Hamas protester, do not ask me for a job. I will check your social media accounts. I will check the databases of places like @canarymission @adl and others. You will not be hired. I will not bring Jew haters into my firm. Your parents are throwing away their tuition dollars.

I agree with Reza Pahlavi @PahlaviReza

No. The Houthis should be there. Along with their Iranian sponsors.

Somebody please identify these individuals. I want to make sure that I never hire them. Neither will I hire any firm that employs them. @canarymission hopefully you are onto this.

Scott Adams is a Trump supporter. That means that a lot of people will tune him out - just for that. Don't. It would be a mistake. He's got some really valuable ideas to share.

I've joined @BillAckman and @NeriOxman in taking the Maldives off my bucket list - on account of their move to deny entry to the country to Israelis. Who else? edition.cnn.com/2024/06/02/t…

Please listen to Masih Alinejad. She is the voice of some of the bravest women alive on the planet today. Their cries for freedom from oppression deserve to be heard. #MahsaAmini

Just wait for when it bursts. There will be companies that everybody wanted to buy at $30 that nobody wants to buy at $10

Part of twitter is a noisy rabble. People shouting and yelling at each other. Eyes probably bulging. But another part is university seminar. With each contribution more intelligent than the next. That is where I choose to hang out.

I never thought I would say this about a British royal. But... wow Respect to Prince Harry. The capacity to be vulnerable. To speak openly and with authenticity - in front of the world. That's very difficult for most people. For a Windsor family, it's extraordinary.

My friend Mohnish Pabrai just shared this letter he received from Warren Buffett. I'm sharing it here with his permission. Or you can download a copy here on.aqu.am/3qsbKyr @MohnishPabrai @DakshanaIndia 1/

Rita, you should also get Christina's book - the Art of Not Falling apart: amazon.com/dp/B078T524XS/ref… I think you will really enjoy it.

I enjoyed this conversation with @georginagodwin and @JehangirAppoo who was born in India, and lives in Canada - via the UK and other places. He was a heart doctor. Now is a venture vapitalist. guyspier.com/georgina-godwin…

Hillel got the last laugh. After being interrupted by Pakistan, and with 4 seconds to go, he simple said "Pakistan is a state sponsor of terror". Perfect - and quick thing by @HillelNeuer

Charlie Munger’s talk on the 24 Standard Causes of Human Misjudgments was transformational. I’m deeply grateful for everything he taught me. Sending my condolences to the Munger family and his friends and devotees including Mohnish, Li Lu, Chris, Doerthe and Warren.

my pleasure Kiana. لذت بردن از صحبت کردن با شما

I hope that everyone here will join me in praying for the ordinary women of Afghanistan - whose basic human rights are in the midst of being shredded. Along with @AlinejadMasih @HillelNeuer @queenchristina_ and others, I'm on their side.

@metpoliceuk I'd like to report a hate crime. In this case, it's one of your own police officers - openly discriminating on the basis of religion. Just because the crowd is full of antisemites who conflate Israel with Jews does not mean that the Metropolitan police should blithely go along with it. It seems that London's streets are destined to no longer be safe for British Jews. What kind of message does it send to angry mobs that the Met Police are protecting their right to demonstrate while telling London's Jewish community to clear off?

Last night I watched the movie, "Bearing Witness". Various friends and family discouraged me. I felt like I had to be a witness to the events of October 7th. Some of the footage I had seen before. Other footage was new. It's not just the acts themselves - they are as depraved as you can imagine. It's that they filmed it. Shouted, "Allahu Akbar". Multiple times as they engaged in those gross acts, and then high fived each-other and sat around. Bloodied victims bodies strewn everywhere as they eat sandwiches and called home to tell of their deeds. Douglas Murray has already described their utter glee and joy with which those monsters did what they did. There are no words. Depraved does not come close. How do you describe it when someone does utterly horrific things - not in the dark where nobody is looking - but on camera - with his comrades - who cheer, jeer and celebrate? Horror does not describe it. So I bore witness. And some things that I saw cannot be unseen. And here is what is worse. It's a double horror. Rather than unite with Israel - support Israel in the need to excise the people who did this from Gaza, much of the world is now against... Israel. Go figure. That, for Israelis and Jews is the double horror that is October 7th. Not only were Jews and Israeli's attacked and victimized in the most brutal, depraved and horrific ways known to man. Now much of the world stands in judgement ... on Israel. It's absurd. It's unjust. It's... horrific. But it's our reality. Here is what the world needs to know from me: For Israel and the Jews, it's still October 7th. We can't talk about PTSD - post traumatic stress disorder - because we are still living the trauma. The horror is still going on. There are 130 plus hostages and even the UN has now confirmed that they are being raped in captivity. They need to be released. Unconditionally. Hamas needs to be removed. Then the day after can begin. Then healing can begin. Then we can look at rebuilding bridges. Making peace. Creating a two state solution. All of that. But not before. #BringThemHomeNow

5 years might not be harsh enough. Judge Hehir was absolutely right. Your right to protest does not extend to blocking people’s ability to get to hospital to get urgent medical care - just one example of the disruption that @JustStop_Oil caused.

Amanda Pullinger is the CEO of 100 Women in Finance. She was interviewed by Georgina Godwin. Get the full interview here: go.aqu.am/amanda @georginagodwin @100WomenFinance

Derrick, when it comes to victimology poker, Gad is telling you the Saad truth. Because he holds a Royal Flush. And he forgot to tell you that he's also an Arab. @GadSaad you are awesome. Thank you.

Well Well Well. Secretary General of the @UN Gutteres finally figures it out. Well done Antonio. It took you a while. You did such enormous damage when you said, early on that the depravities committed by Hamas October 7th "did not happen in a vacuum". Now could you get also get the @ICRC to also call for the unconditional release of the hostages, and in the meantime require visitation rights - and get much needed medicines to them. Could you also get @UN_Women to unequivocally denounce the mass rape that took place. Could you tell @UNRWA to stop educating Palestinians to hate Jews and Israel, and to stop educating them to believe that Israel is occupied territory. And could you tell Egypt and Jordan that they need to help out with displaced Gazans. Thank you. Glad you are figuring out that you want to be on the right side of history.

@x @elonmusk I'd like to report this post for spreading hateful memes that are completely untrue. What's worse, is that it is calculated to inflame Muslims and incites hatred against Jews and the IDF. It's the very paragon of antisemitism and incitement to antisemitism. Sulaiman Ahmed should take this down immediately. failing that, I'd like to request that his account be suspened.

Breaking: Warren Buffett intends to step down as CEO of Berkshire Hathaway.

I've been learning how to use twitter as a learning resource. Could someone tell me who on twitter is most knowledgeable about the business of luxury?

I'm looking for examples of CEO's and companies who chose to do the right thing - even when the P&L did not benefit. Like the story of James Burke of $JNJ and Tylenol - or when Larry Merlo stopped selling tobacco at $CVS @awilkinson @shaneparrish @trengriffin any thoughts?

When was the last time somebody from any of the following was hunted: Syrian Army Russian Army Al Quada ISIS Hamas The list goes on and on . Pure antisemitism.

where were you when Hezbollah fired all those missiles on Israel. If you were silent then, then shut up now. You have no right to speak.

Christina Patterson is the best-selling author of The Art of Not Falling Apart. She also writes for the Telegraph, the Times, the Guardian and the Independent. I feel lucky to have been a guest on her podcast. podbean.com/eu/pb-6uxp7-f7a2…

Christina did her research - she had carefully read my book and asked questions about key moments in my life - including the Global Financial crisis and my time being a Gordon Gekko wannabe.

So we have a Ukrainian refugee family staying with us. A mother, Her 16 year old son and the daughter of friends. 1/

Can you imagine what the reaction would be if a bunch of Israelis or Jews stormed a Mosque in the middle of Al Fatihah or other prayer? For anyone who is paying attention, this happened in Miamai - many thousands of miles away from Gaza. This is a campaign of harrasment and intimidation which should not be acceptable. Let's get a grip. We are all humans. We all have to inhabit the same planet. Harassing people in this way is not productive. Don't get incited. We, as a species are better than this.

Well: it says cyclist in his passport and he was told he was a cyclist at birth so he’s a cyclist.

They murdered Muslims.

Thank you Andy for coming to Zürich #financial #transparency #task #force lnkd.in/dWeKtP3

How about Qatar simply arrest them and hand them over to the Israeli's?

Somebody wrote me a plea for mentorship. I answered him with this Charlie Munger / Mozart story: A young man comes to visit Mozart. "Mozart” he says, “I want to write symphonies”. And Mozart says, “How old are you?” The man replies; “I’m 23.” And Mozart says, “You’re too young to write symphonies.” The man replies; “But Mozart you were writing symphonies when you were 10 years old.” And Mozart replies, “Yes but I wasn’t asking other people how to do it.”" If you come to me asking for mentorship, that is my answer: And I ain't no Mozart. In other words: Don't ask me for mentorship. Just do the work. On your own. Like Mozart did. Nobody was teaching Mozart how to write music. He just did. Because he had a calling and a passion for it. You tell me you don't know what to do? Then you are probably trying to do the wrong thing. And you need to figure out a different direction. Imagine for a second that instead of asking Mozart how to write music, the young man would have used the moment to show Mozart some of his own compositions. That would have enabled him to enter into a conversation with Mozart about music and how to write it. Because Mozart was not a teacher. Had no calling to be a teacher. He did, however, have a calling to be a composer. This approach would not necessarily have succeeded, but it had a far better chance of succeeding than the blunt ask. So if you want to ask me for mentorship; think again. Rather, go to work on yourself. To become a better investor. A better analyst. A better person. And then show me some of your work: A stock write-up. A book review. Something else you have written. A video you made. Something. Anything. Even better. Don't just send it to me. Share it with others. See who engages. Charlie Munger: Full Transcript of Daily Journal Annual Meeting 2019 latticeworkinvesting.com/201…

Palestinians committed rape and took babies, children and holocaust survivors hostage. The Ukrainians are not holding any of those categories hostage last time I checked. Here is an idea: why don't you tell your friends in Hamas to release the hostages.

1. Israel is not an apartheid state. 2.Israel is not committing a genocide. 3. Hamas is responsible for most if not all civilian deaths in Gaza. For starters

How ridiculous @AdriaanBasson he was reporting on actions purportedly by the IDF / Israel. Show me where Howard Feldman @HowardFeldman wrote - either for @News24 or elsewhere was "glorifying violence" as you put it. Also: did you do that on your own, or did someone pressurize you? In other words: does the antisemitism come from you personally, or were you made to do it by higher powers? The second is still pretty bad, but not quite as bad as the first. Last question: How do you sleep at night? How do you not hate yourself?

Yes - please do Francine, that format is - immediate - fresh and raw - personal Makes me feel like you are giving me a personal report from where you are sitting. Reminds me of why you are such an effective journalist. @flacqua @wef #DavosAgenda

Why should all serious and aspiring investors need to learn to learn to crush it on twitter? Because twitter is the most amazing networking and learning network ever built. Smart VC's and tech investors like @bgurley already know this.

Why bother with math when you can simply hate

Why does India have such a poor credit rating? @narendramodi @PMOIndia Why is India still taking dictation from foreign players - based in the capitals of former colonial powers like London and New York. Why don't you authorize home grown agencies - like @CareEdge_Group to issue sovereign ratings as well? This has the support of the @WorldBank and other international organizations. piped.video/watch?v=ow5LxMPu…

"Fifteen years ago, India's economy was growing at just 3%, hampered by policy paralysis, corruption, and a challenging twin balance sheet problem. Foreign investors were wary, as reflected in the country's lowest investment grade ratings by the big three credit agencies. 🇮🇳💼 #EconomicGrowth" forbesindia.com/article/take… 1/

Yes. Would have been far better of course if she had simply been released.

I've received an enormous amount of hate mail for this Just to be clear: Hamas is a proscribed terrorist organization in the USA, the UK, the European Union and more. That's for some very good reasons: Hamas are in favour of annihilating the state of Israel. In favour of killing Jews worldwide. In favour of repeating the October 7th massacres again and again. People who support Hamas are supporting one of the most depraved cults ever to have walked this earth. We are not required to extend our tolerance to those who want to destroy us. Our civilization is a big, broad tent. But it does not have space for people who want to use violence to tear the whole thing down. If you still think that it's bigoted, xenophobic, or racist not to hire Hamas supporters then I suspect that your brain has been turned to mush. Yes. Mush. Because it means to me that you are incapable of critical thought. And whether or not this tweet describes you, consider the possiblity that, as per @GadSaad there are parasitic mind-viruses out there that threaten our civilization - and you might be vulnerable. Best inoculation is to read his book. amazon.com/Parasitic-Mind-In…

55 days. That’s how long our hostages have been illegally held captive. Start with that Jeremy.

Hi folks, I'm looking to hire an experienced and capable Indian financial journalist. You would conduct a series of interviews with selected business leaders in India.

Piers Morgan is really doing a good job on digging into the Israel - Hamas conflict. He works hard to understand the issues. He's human. Does not come with preconceived ideas. He looks as the evidence, and he's willing to change his mind. This time @piersmorgan interviewed @DillyHussain88 Very well worth watching. piped.video/watch?v=375LKfyo…

He died like a dog.

Nicole, please keep a list of all those feminist organizations that were silent. As well as of all those who lead them. I will never forget their silence - and will not allow them to forget it either.

What is the Future of Intelligent (or Value) Investing? - Study the Future, Not the Past. - Study Businesses, not Stocks. - Look for companies that create value for all stakeholders. - Look for new, transformative business models #futureofintelligentinvesting

I just donated to @Wikipedia. Support free knowledge! #iloveWikipedia donate.wikimedia.org/?utm_me…

Here is Stanley Druckenmiller talking about short selling. He makes the confession that over his 40 years in the market he can't say that, in aggregate, he made money in his short positions. That is astounding. But not surprising. piped.video/53wThFFuOqU?si=YR6A…

I enjoyed working with Jide to write this article about Oxford University, Sustainable Finance and Lombard Odier. financialnigeria.com/lombard… @JSAkintunde @lombardodier @SwissOxford @OxfordGiving

Porinju: a 4-year-old killed by dogs is horrific. But dog activists are not your enemy. The Borgen Project advocates: Capture. Neuter. Vaccinate. Release. Should be possible to build a consensus around that idea.

Along the way, we also discussed Dominos's Pizza, Pool Corporation and Amazon. on.aqu.am/3zGizzs @poolcorp @dominos @amazon

My initial impressions from the $BRKA letter: - $25 billion buying back 5% of Berkshire's outstanding shares - 5% of the company. That's a lot. Also: - no more Wells Fargo - no discussion of Bitcoin - no discussion of $GME #wallstreetbets or Robinhood.

@policia Spanish police his name is Samir Slim. Internet - do your thing.

Don't let this story die. We want the perpetrators of this vile antisemitism brought to justice.

Bill Ackman’s $PSH Pershing Square Holdings letter to investors has a line I really liked: “Our strategy is to acquire smaller pieces of superb businesses over which we have substantial influence, rather than controlling interests in lower quality businesses”

Boom. Charlie Munger writing in the Wall Street Journal that the United States should ban Crypto wsj.com/articles/why-america…

Crypto should be shining right now. But it isn’t. We’re in the midst of a banking crisis. Shouldn’t Bitcoin, Ether, Solana and be thriving? Wasn’t this what the crypto community predicted?

Eitan Chitayat tells Rose McGowan that she’s “Unapologetically herself”. What a wonderful line from their engaging conversation. ⁦@rosemcgowan⁩ ⁦@EitanChitayat⁩ #imthat I enjoyed the conversation on cults in particular. podcasts.apple.com/us/podcas…

The United States has around 30 times more people than Israel. If Hamas had attacked the United States, and the deaths were in the same proportion, there would already be around 12,000 dead. Four times the 9/11 attacks. Hamas just signed it’s own suicide note. #DestroyHamas

The Gazan uprising against Hamas might be starting.

I stand with Israel.

@metpoliceuk I would like to report a hate crime. This man is inciting his followers to commit violence.

"If someone does something that appears irrational, it just means you don't have all the information" - Bill Browder in Freezing Order

Congratulations Donald Trump: the greatest political comeback ever. Trump and the RNC have won the Presidency, the House and the Senate. A clean sweep. I'm in St. Louis, Missouri where I am attending a conference. I'm not an American citizen. But I love this country. I've lived longer in the USA than anywhere else in the world. More than anything else, I urge everyone watching this to have humility. If you were supporting Kamala: I urge you to draw the right conclusions: St. Louis is fly-over country. People here voted overwhelmingly Trump. They are not a mob. Neither are they racist, sexist homophobes who cling to their guns. The opposite. Democracy and tolerace runs in their veins. But they know when they are being lied to. They could see one candidate who had run the gauntlet of the Republic primaries and survived to win. The other candidate was chosen by Democratic party bosses in a backroom deal. And the dems fully intended to ram her down the throat of the American public. As best I can tell, most people here don't know what they think about many of the issues of the day. But they know that they want them decided via open debate and discussion - and for the solutions to bubble up from the People - rather than from the East-West coast establishment who want to tell them what to do and what to think. And if you supported Trump. Yes, congratulations. Of course. Trump survived multiple attempts to scupper his candidacy via undemocratic means - via lawfare, attempted assassination and more. It was disgusting. The people who did it should be ashamed, and Trump supporters deserve to be furious. But I hope you get past your righteous anger and jubilation. Because this is also dangerous moment. Not all the criticisms of Trump were wrong. He was, and remains a highly flawed candidate. Full of contraditions. Many of the qualities that helped him win will not serve the countriy when he is President. He will get many things right. But he will also make many mistakes, many bad decisions and many blunders. He might have defeated Kamala and the Democratic machine. But the US still faces enormous problems. And so I come back to my biggest wish for all Americans: Humility.

Not 12 Franceska. 1,200 Hamas members employed by @UNRWA. 3,000 in the hateful Telegram group. At least United Nations Relief and Works Agency acted as a front for Hamas. Whitewashing their actions and laundering their money. Moreover: The United Nations - including @antonioguterres not only ignored the evidence. They stonewalled. They knew. You knew. Well. That might go down well in some quarters, but it does not go down well at all in the United States congress, or with the American tax payer. UN Secretary General Antonio Gutteres needs to resign. And you need to be fired.

I've been clinically depressed once in my life. No fun. If you think you are, or you might be. Get help. It will make a huge difference. #depressionsupport lnkd.in/d32JjUV

Tommy Robinson is not a fascist. Your mind has been parasitized. Read this by @GadSaad The Parasitic Mind: How Infectious Ideas Are Killing Common Sense a.co/d/fGp7rLq Maybe you can still inoculate yourself.

All currencies eventually go to zero (including $, £, €, and BTC) Only thing that holds or increases in value long term is productive assets. So we should only hold currency temporarily - as a means of exchange. Not as a long term store of value, or investment.

This is an amazing compilation of Charlie Munger talking about the Buffett system on zero management fees. But I think that I want to start calling it the Pabrai system. Charlie Munger does. piped.video/watch?v=lfRWWxo3… @MohnishPabrai

May the almighty avenge his death

Who here on this platform is getting a little tired of Elon Musk's posts. Much of his contribution here is just a stream of shallow one-liners. Anyone of my children can put together a more coherent argument. Shouldn't a public figure like Elon Musk at least attempt a little bit of nuance? Whether it is Ukraine, DOGE or other issues: Do we not need public figures who understand that not everything is black or white? @elonmusk I started out deeply impressed with your brilliance and ability to get things done - especially when it comes to many aspects of DOGE. But when you needlessly parrot MAGA Trumpisms - even when they are not core to your mission, I begin to have serious doubts about your intellect. You can also just remain silent. Or stop with the one-liners. I have noticed that Gad Saad @GadSaad is largely silent when it comes to Ukraine - even though he is hugely supportive of this administration on other issues. It the past, I noticed that AC Grayling @acgrayling - despite being totally anti-brexit, and from the left of UK politics, did not mindlessly join in with the Gaza genocide crowd. There are plenty of examples of people with strong intellects and strong opinons who are also capable of nuance. In addition to the above, others I can name include @KonstantinKisin, @nfergus @bariweiss @BillAckman Sam Harris - but there are many more. These individuals are willing to debate, admit that they got something wrong, change their mind, and even - write a short (or long) essay that explains their thinking. That is at the heart of our western tradition. But all you come out with is an exlusive stream of these shallow one-liners. The late Daniel Dennett would call them "deepities". It makes me think that you are more of a grubby, brown-nosing tool of the authoritarian right - who are no more interested in freedom of expression and the truth than the authoritarians of the past. I sorely hope that you do better than that. If you have truly read Thucydides, but also people like Hume and Locke, now would be a good time to show some nuance and humility. Because the vast masses of the people of the West - in the United States of America, in Europe, in Ukraine. We number around 1 billion people- we understand the difference between freedom and authoritarianism. And, increasingly, we don't like what we see coming from you and other members of this administration. I sincerely hope that your allegedly voracious reading genuinely had in impact - and that you are capable of waking up and coming to your senses.

Had an amazing time in Turkey. Was a learning opportunity to see the country through @MohnishPabrai ‘s eyes. My opinion is now far more nuanced. Many amazing people. Some incredible businesses. And Istanbul can be considered a fulcrum between East and West.

My book, the Education of a Value Investor is still on sales at Barnes and Noble in Manhattan ...

Things I can do during #quarantine - read annual reports - take long walks - skype with family and friends - write thank you notes - do zoom calls Please add

You are a terrorist front organization. Stop posting on X and get your bags packed. And then make some time for some serious reflection.

Excellent. Thank you Elon. You are a gift to humanity.

How petty How ridiculous. It’s all a game for them. They are play acting. But as Robert De Niro said: this is not a movie. It’s real life!

Hey Malala. Tell your friends in Hamas to release all the hostages. Alive. And tell them to stop hiding their weapons in schools.

Why don’t you stop setting off fires and seek to solve problems. This sort of statement does not solve problems.

@elonmusk Piers @piersmorgan has a point. You are the one who is losing credibility.

To all my Irish friends. Eliminating Jews from your Holocaust memorial event probably means that you did not get the point of a Holocaust memorial event. Just sayin.

I'm going to be talking to @EitanChitayat about being his #TEDx talk and the making of #imthatjew I will also tell him about what it was like to host @TEDxZuriberg Join us on February 28th at 10.30 AM Pacific Standard Time. @joinClubhouse on.aqu.am/3kkGHjT

In the wake of the car-ramming attack in Magdeburg, Germany, I have a message for anyone who aspires to live amongst us in Europe. Our continent is a small one. To the south there is Africa. The immense birthplace of humanity and our species. To the North the polar ice cap - land of Eskimos, Vikings and Goths. To the east and south, the vast Asian steppes, deserts, rivers and mountains. Home to the Mongol hordes, the Persians, the Ottomans, Arabians and more. Many have at one time, or another, eyed our small continent with envy. Because, whether you like it or not, we in Europe are home to the heights of human achievement. Our small continent has been the source of the vast majority of human flourishing over the last few centuries. And if you aspire to live among us, you need to familiarize yourself with our culture and understand where we are coming from. Here is list of of just some of the people who were nurtured on European soil. Whose art and science changed Europe, and the world, for the better. It's incomplete because the full list would be vast. Albert Einstein, Antonio Vivaldi, Antoni Gaudí, Auguste Rodin, Baruch Spinoza, Bedřich Smetana, Carl, Jung, Carl Linnaeus, Charles Darwin, Charles Dickens, Claudio Monteverdi, Claude Monet, Desiderius Erasmus, Edith Piaf, Edvard Grieg, Eugène Delacroix, Elton John, Francisco Goya, Franz Liszt, Franz Schubert, Frédéric Chopin, Galileo Galilei, Geoffrey Chaucer, George Frideric Handel, Giuseppe Verdi, Gottfried Wilhelm Leibniz, Henri Poincaré, Homer, James Joyce, Johann Sebastian Bach, Johann Wolfgang von Goethe, John Wycliffe, Leonardo da Vinci, Leonhard Euler, Louis Pasteur, Ludwig van Beethoven, Moshe Luzatto, Maria Callas, Martin Luther, Maimonides, Max Planck, Michelangelo Buonarroti, Moses Mendelssohn, Nicolaus Copernicus, Pablo Picasso, Paul Cézanne, Peter Paul Rubens, Queen, Rembrandt van Rijn, Richard Wagner, Salman Rushdie, Sigmund Freud, Stendhal, T.S. Eliot, Thomas Aquinas, Thomas Mann, Victor Hugo, Wilhelm Röntgen, William Shakespeare, Wolfgang Amadeus Mozart. And that is just a start. And here is what you need to know. You need to familiarize yourselves with them. Understand their contribution. Understand that when you come to Europe, you need to make yourself a part of this rich cultural history. No. We don't need to to take it on uncritically, lock, stock and barrel. You don't need to agree with it all, or like it all. But you do need to learn about it. Enter a into a dialogue with it. Make it yours as well. After all, it's you who want to move to Europe, not the other way around. And if you come to destroy, not to engage in dialogue, to oppose without understanding, with ignorance and violence, there will come a point when we say, "Enough." At that point, we will act to defend ourselves—not out of bigotry or hate, but in defense of our rich cultural heritage, which has made us who we are: the richest, happiest, healthiest, and most prosperous people on the planet. Because the one comes hand in hand with the other. If you want our tolerance, our gentle, non-violent ways of resolving disputes, our commitment to scientific progress and the flourishing of the arts, our dedication to education, and our creation of opportunities for the best and hardest-working to succeed—while at the same time providing a social safety net for those left behind—then that comes with a condition. It requires respect for our history and our cultural heritage. It demands an understanding, a willingness to engage in dialogue with our people, with our arts and sciences. A readiness to become a part of us and our traditions. Because you are not the first group of people who have envied our lands, our rights, our culture, our heritage, and our way of life. There were many groups who came before you: The Vikings, the Goths, Indians, Jews are just some of the groups who came and stayed. They entered into a dialogue. They integrated, and in the process became a part of our rich cultural tapestry. But there are others who did not. Who wanted to bend the arc of history back towards violence and intolerance. And it was only a matter of time before Europe saw them off, as we will the current onslaught.

I was delighted to see this multi-million £ gift to @TheSmithSchool @UniofOxford from @LombardOdier to support #SustainableFinance Congrats to @bencaldecott for becoming the Lombard Odier Prof. of Sustainable Finance Thanks also to @swissoxford lombardodier.com/contents/co…

If only it were only stupid. It's also a repetition of an antisemitic conspiracy theory trope. And to repeat it - even if it is to denounce it - or refute it is to spread it...

I recently had a wide-ranging conversation with Jackie Shoback. We spanned everything from category killers like Staples where she started her career after graduating from Harvard Business School. The whole episode is here: on.aqu.am/3zGizzs @HBSAlumni @HarvardHBS

This is Alice Schroder delivering an analysis of Warren Buffett's personal investment in the Mid-Continent Tab Card Company in 1959. In all, over the 18 years he owned it, he earned a 33% annualized compound return. I believe that these comments were delivered at an investment conference at UVA where I was also a presenter. Alice Schroder's explanation of why he initially turned down the investment - and then subsequently invested - the due diligence he went through and the models he did not build is superb. It taught me a lot and had a huge influence on me. And it's particularly valuable an an era of $100,000 BTC and many other highly priced assets. Thank you Alice Schroder for teaching us. Thank you Kevin Carpenter @kejca for bringing this video to light.

Tell your friends in Hamas to release the hostages. And tell your friends in Hezbollah to stop firing missiles at Israel.

Trump is a complex figure. To quote Douglas Murray talking about Jan 6th on Lex Fridman’s podcast, Trump’s inaction on Jan 6th was bad. Really really bad. Very damaging: to the American Republic for sure. And to Trump. Because reasonable people like myself want, first and foremost, an American President who will defend the constitution and who will defend the peaceful transfer of power. But. Also quoting Douglas Murray: it was not an insurrection. And then we come to Israel, the campus demonstrations, and the wholesale import of radical Islam into the USA. Here Trump is spot on. And says the things that Biden has been unwilling and unable to say - perhaps because Biden is trying to hold on to votes in Dearborn, Michigan and Ohio. And. Biden is so old. His mental decline so clear. And Kamala Harris is so unfit to be President. Biden is in decline, and he seems to be determined to manage America’s decline. Despite that, I agree with Biden the overwhelming majority of his political positions. On Ukraine, Israel, Nato and more. By contrast, Trump is an awful person. A liar. A bad manager. A womanizer. A man, to use the words of Charlie Munger - who is full of puffery. He’s a narcissist - who does not hesitate to aggrandize himself. I’m certainly worried about the constitution in his hands. A liability for sure. But he’s also a fighter. And boy does he know how to fight. No other republican. Not Ted Cruz. Not Marco Rubio. Not even Nikki Haley could have stood up to what he has stood up for. So what do I want? The certainty of Biden’s innate reasonableness. The security of well thought out policy positions that make sense? The security of the constitution being in safe hands. But all of that led by a man in clear mental decline? Biden lost the debate against Trump - so what can we expect when we put him up against Xi JinPing, or Putin? But contrast, if I vote Trump, I take a huge risk. He might trash the constitution. Do all sorts of stupid things. But Trump is a fighter. He’s got a chance of Making America Great Again. So, as an American voter do I take the certainty of managed decline, or do I roll the dice on a Trump second term? America could win big - despite everything. And it could lose big - because of all of Trump’s shortcomings. I don’t know what I’d do. But, increasingly, I think I’d want to join Elon Musk, Bill Ackman and others - and roll the dice.

How ridiculously stupid.

Yup. I have moral standards Marie. Freedom of opinion , practise and thought is fine. Terrorists and their supporters. Not fine. Read the Parasitic Mind by @GadSaad amazon.com/Parasitic-Mind-In… Then you might understand.