value investing

A Big Think talk in which hedge-fund manager William Ackman goes through the basics of finance and investing in under an hour. It is pitched as a crash course on the most important concepts.

Comedian Dominic Frisby gives a ten-minute explanation of land value tax. He argues it would fix problems of rent-seeking and the economics of land ownership.

Chuck Marohn of Strong Towns explains how a land value tax differs from an ordinary property tax, why it makes economic sense, and why it is rarely used. It is a short six-minute explainer.

Roaring Kitty's July 2020 analysis of GameStop, arguing a bullish deep-value case when the stock was about $4 and short interest exceeded 100%. It covers fundamentals, cash balance and technicals.

3Blue1Brown's chapter on eigenvectors and eigenvalues in the Essence of Linear Algebra series. It builds a visual intuition for what they mean, why an eigenbasis is useful, and ends with a puzzle.

The first lesson of Martin Shkreli's introductory investing and finance course, running about two and a half hours. His related tutorials cover reading 10-K filings and building DCF models.

Rich Hickey's JaxConf 2012 keynote examines what values are and why immutable values matter as information systems grow more complex and data gets bigger. It contrasts places with values and builds the case for immutability.

Bryan Cantrill's Monktoberfest 2017 talk on leadership and organizational principles, ranging from the Gettysburg Address to Uber and Amazon. He argues for the difference between principles and values and criticizes vague corporate principles.

Bryan Cantrill argues that programming languages and platforms reflect core values, and compares languages through that lens, with Rust as a main example. He draws on his experience with Solaris, DTrace and ZFS.

Geoff Cumming uses a simulation to show how wildly the p value varies from one replication to the next because of sampling variability. He argues for estimation and confidence intervals over null hypothesis significance testing.

Michael Green of Thiel Macro presents a thesis that the growth of passive investing distorts how markets price new money flows. He ties short-term market behavior to longer-term demographic cycles and its effects on valuations and volatility.

Jason Calacanis interviews Peter Thiel at LAUNCH Festival 2015 about contrarian thinking, investing, and building companies such as PayPal, Palantir and Facebook.

A four-minute clip of Milton Friedman, from a 1978 address, discussing property taxes and land value taxation. He says property tax is the least bad tax and explains why it is so unpopular.

Author JL Collins discusses his book The Simple Path to Wealth at Google, covering avoiding debt, simple index fund investing, and retirement accounts like 401(k)s and IRAs. It is an hour-long interview in plain language.

Jonathan Haidt's Hayek Lecture at Duke argues American universities pursue two potentially incompatible sacred values, truth and social justice. He discusses campus conflict, honor, dignity and victimhood cultures, and viewpoint diversity.

John Rauser's Strata 2014 keynote argues that programmers can learn statistics quickly by simulating random processes and shuffling data. He explains p-values through resampling rather than formulas.

A short KRAZAM comedy sketch satirizing corporate tech life, where a worker reckons with having delivered value at the cost of his soul, complete with Slack chimes.

Part two of Jason Calacanis's long interview with investor Chris Sacca on This Week in Startups. Sacca discusses his investments in Facebook, Twitter and Uber, and how he hustled his way to the top.

A short clip in which Carl Icahn tells the story of his first activist investment and of firing 12 floors of people, arguing activism need not be short term.

Veritasium explains why a large share of published research findings may be false, covering p-values, p-hacking, publication bias and low replication rates. It draws on John Ioannidis's well-known paper and describes reforms such as preregistration.

A university lecture from CS480/680 by Pascal Poupart on attention mechanisms and transformer networks, worked through on a chalkboard.

A Last Week Tonight segment on retirement plans, high fees and bad financial advice, with comedic sketches. It explains how fees eat into retirement savings and favors low-cost passive investing.

Clayton Christensen's TEDx talk applying business theory to personal life. He argues that career success is not the right measure of a life and urges attention to relationships and values.

Rob Miles explains for Computerphile why simple rule sets like Asimov's Three Laws cannot make robots and AI safe. Terms like harm and human are too ambiguous to specify precisely.

Nassim Taleb argues that evidence on terrorism risk presented in media is statistically naive, using extreme value theory without math to separate fat-tailed risks like Ebola and terrorism from thin-tailed ones.

Kevin Rose interviews Chris Sacca, founder of Lowercase Capital, for his Foundation series. The conversation covers Sacca's path in venture capital and angel investing, including his early financial ups and downs.

Ben Felix rebuts common arguments for holding only US stocks, such as past outperformance and international revenue exposure. He supports the case for international diversification with cited academic research.

Rational Reminder podcast episode with Morgan Housel, author of The Psychology of Money. They discuss how investing success depends more on behavior than knowledge, the role of luck and the dangers of emulating top investors.

The Futur's guide to pricing design and creative work, arguing against hourly rates and for value-based pricing. It features Blair Enns and says to price the client, not the job.

Practical Engineering explains how engineers and agencies put a dollar value on a human life to weigh cost against safety. It covers the legal and regulatory basis for these calculations.

Dan Olson's long Folding Ideas video on the GameStop meme stock phenomenon, its online community and the conspiracy thinking around it. It runs over two hours.

Audio of Charlie Munger's 1995 Harvard speech on the psychology of human misjudgment, laying out a framework of cognitive biases and mental models for decision making. It covers factors like incentives, social proof and denial.

Mike Rowe, host of Dirty Jobs, shares stories from messy real-world jobs in this TED talk. He argues that hard work has been unjustly degraded in society.

Jason Calacanis interviews investor Chris Sacca on This Week in Startups. Sacca discusses what makes a founder, his investments such as Kickstarter, and his personal story of losing money and recovering.

A short, music-driven video built from Neil deGrasse Tyson's remarks on why advancing the space frontier matters, contrasting NASA's small budget with war spending and stressing inspiration.

A podcast episode of Arrested DevOps with Andrew Clay Shafer and Bryan Cantrill, featuring Cantrill's rant on integrity in companies and technology.

Ben Felix argues that common beliefs about renting versus buying are wrong: homes are not great investments, mortgages are not a wealth hack, and ownership does not reliably bring happiness.

In a CNBC interview with Becky Quick, Warren Buffett explains why he sees bitcoin as an asset that produces nothing. He contrasts it with productive assets such as a farm.

NYT Opinion video essay arguing that Democrat-controlled states like California, New York and Illinois often fall short of their egalitarian values. It focuses on housing costs, homelessness, regressive taxes and school segregation as drivers of inequality.

Ben Felix examines whether the well-known 4% retirement withdrawal rule holds up, drawing on academic papers. He argues that a safe rate may be closer to 2.7%, especially for early retirees.