International
MLB trade rumors and news: Ryan Zimmerman calls it a career
Photo by G Fiume/Getty Images
The last original National is hanging up his spikes. The MLB Daily Dish is a daily feature we’re running here at MLBDD that rounds up roster-impacting news, rumors, and analysis. Have feedback or ha…
The last original National is hanging up his spikes.
The MLB Daily Dish is a daily feature we’re running here at MLBDD that rounds up roster-impacting news, rumors, and analysis. Have feedback or have something that should be shared? Hit us up at @mlbdailydish on Twitter or @MLBDailyDish on Instagram.
- Ryan Zimmerman, the only player from the inaugural Washington Nationals roster who still remained with the team — and, in fact, the only player from that team who was in the majors at all — announced his retirement on Tuesday. Zimmerman, 37, made his major league debut less than two months after becoming Washington’s first-ever draft pick in 2005, and he spent the entirety of his 17-year career in D.C. (though he opted out of the 2020 season due to the COVID-19 pandemic). Zimmerman finishes his career as a two-time All-Star, two-time Silver Slugger, and 2019 World Series champ. In 1,799 career games, he posted a .277/.341/.475 slash line, and he finished his career on a strong note, hitting .243/.286/.471 with 14 homers over 110 games in a part-time role.
- Apparently it can get worse, folks. MLB asked for the ability to eliminate nearly 1,000 minor league jobs over the length of the next CBA in its latest proposal to players, per ESPN’s Jeff Passan. The union is expected to reject that offer, and any offer that involves more minor league jobs being eliminated after the league already drastically downsized the minors last winter.
- Here’s a scalding hot take for you bright and early on a winter morning: the universal DH is a win-win for teams and players.
- Rob Manfred, while meeting with the media last Thursday for the first time since the lockout began, declined to say spring training is delayed, and instead chose to talk about the designated hitter and draft pick compensation.
- Trevor Bauer will not face criminal charges in the Los Angeles court system resulting from a sexual assault case that was opened last year. While the decision likely increases his chances of pitching at some point in 2022, MLB’s investigation of the incident remains open and is unlikely to be resolved before the end of the lockout.
- The Twins have signed veteran infielders Tim Beckham and Daniel Robertson to minor league deals.
- After 15 seasons in the major leagues, Adrián González has announced his retirement on Instagram (which also answers questions about whether he was already retired). González was selected by the Marlins first overall in the 2000 draft. While the veteran hasn’t played in the majors since 2018, he spent this past season with the Mexican League’s Mariachis de Guadalajara and slashed a monster .340/.412/.531 batting line in only 187 trips to the plate. We wish him nothing but the best in retirement.
- No one thought that the Collective Bargaining Agreement talks were going to move quickly, but they’ve now slowed to a screeching halt. Not only did MLB refuse to offer a counter-proposal after they said they would, but they furthered their unwillingness to further negotiate directly with the union by officially requesting that a federal mediator get involved in the talks. In short: we are nowhere.
- Seiya Suzuki has been the latest hot topic around baseball. According to Pete Abraham of The Boston Globe, the Giants and Mariners are the two front runners to land the 27-year old right fielder. The Nippon Professional Baseball star has put up some seismic numbers in Japan, slashing .317/.433/.636 with 38 home runs and nine steals in 533 plate appearances. Once the transaction freeze lifts and the lockout is kaput, Suzuki will have 21 days to find a club that suits his needs.
- David Ortiz was the lone player elected to the Baseball Hall of Fame by the BBWAA. Barry Bonds, Roger Clemens, and Curt Schilling, all of whom have hovered near the 75% induction threshold in recent years, did not receive the necessary voting total in their final year on the ballot, and now the only chance for any of them to be enshrined in Cooperstown is through a veterans committee.
- MLB has killed a deal that would have split the Rays’ time between Tampa Bay and Montreal.
- Amid a flurry of hirings and promotions, the Dodgers announced that they have promoted assistant GM/vice president Brandon Gomes to general manager. He’ll report to the president of baseball operations Andrew Friedman and is the first person to hold the Dodgers’ GM title since Farhan Zaidi left for San Francisco after the 2018 season. The hiring of Gomes, who pitched for the Rays from 2011-15, continues a recent trend of MLB teams re-integrating former players into senior management roles. He joins Phillies GM Sam Fuld, Rangers GM Chris Young, Athletics VP of baseball operations Billy Beane, and Mariners president of baseball operations Jerry Dipoto as former major leaguers who are now in front-facing executive roles.
- The Yankees have hired Rachel Balkovec as manager for their low-A team, the Tampa Tarpons, making her the first female skipper in affiliated professional baseball. The 34-year old has already made a massive name for herself in the baseball world, starting out as a strength and conditioning coach for the St. Louis Cardinals in 2012. In 2016, she made the jump to the Houston Astros as Latin American strength and conditioning coordinator—a position she learned Spanish for. From there she moved on to become the strength and conditioning coach for Double-A Corpus Christi and has served as a hitting coach in the Yankees organization for the last three seasons.
- Apparently, Ron Manfred and MLB were none too happy when veteran reporter Ken Rosenthal was critical of Manfred during the 2020 season. Not only did they sideline Rosenthal from MLB Network broadcasts for months during that season, but the rift was apparently so large that they decided to not bring back Rosenthal at all for next season.
- When Fanatics came somewhat out of nowhere to snag the MLB license to make baseball cards out from under Topps, the writing was on the wall for the future of Topps as a company. Without the MLB license, Topps did not really have anything going for it except name recognition and that would not be able to compete with actual licensed cards. As a result, it was announced that Fanatics is buying Topps outright, which should make the transition much smoother and could preserve many of the Topps brands fans have grown to love.
- The Athletics have hired Mark Kotsay as the team’s latest manager. Kotsay played for the team from 2004-2007, diving into coaching after retiring in 2013. After spending some time as San Diego’s hitting coach, Kotsay took on the bench coach role for Oakland, following that up with positions as quality control coach and first base coach.
- The Mets have hired Buck Showalter as their new manager. The 65-year-old has a 1,551-1,517 career record, and will be taking his place in Queens for the next three years. He’ll be the Mets third manager in five years, and just like he was able to do in Baltimore, can hopefully bring some hope to a team whose has fighting chance potential.
- Six new members have been elected to the National Baseball Hall Of Fame, revealed by today’s special selection committee meetings. Cooperstown will now have new residents Bud Fowler, Gil Hodges, Jim Kaat, Minnie Miñoso, Tony Oliva, and Buck O’Neil, who will be officially inducted on July 24 along with the players to be voted in by the standard writers’ ballot.
- In case you’re still confused about the logistics of the lockout, here’s your five minute breakdown on what’s going on.
- One of the easier types of deals to do when faced with a hard deadline like the expiration of the CBA is to bring back a player that was on your team last year. Without concerns about medicals or background checks, there are far fewer hurdles for the moves like the Dodgers bringing back Chris Taylor on a four year deal to overcome with a tight window.
- The Angels brought back closer Raisel Iglesias, signing him to a four-year deal. It’s a bold move for the Halos, who still have a lot of areas to address despite having arguably the two best players in baseball in Mike Trout and Shohei Ohtani.
- After signing Michael Wacha over the weekend, the Red Sox again added to their rotation with another one-year gamble, signing lefty James Paxton to a $10 million deal. Paxton has a career 3.59 ERA but has made just six starts over the past two years, including one in 2021 before undergoing Tommy John surgery.
- The Giants continued assembling their 2022 rotation, signing right-hander Alex Cobb to a two-year, $20 million deal with a club option for 2024. Cobb has largely struggled since leaving the Rays following the 2017 season, but he was pretty good over 18 starts for the Angels in 2021, throwing for a 3.76 ERA with 98 strikeouts and 33 walks in 93.1 innings. The Giants are betting on Cobb getting the same San Francisco boost that pitchers like Kevin Gausman, Drew Smyly, Anthony DeSclafani, and Alex Wood have received over the past two seasons.
- The Marlins’ surprisingly active offseason took another turn as they acquired All-Star infielder Joey Wendle from the Rays in exchange for 2019 first-rounder Kameron Misner. While more work still needs to be done, the additions of Wendle, Jacob Stallings, and Avisaíl García put the pitching-rich Marlins in better position to contend for a playoff spot in 2022.
- The Rangers have been arguably the most aggressive team in free agency this offseason. After already locking in Marcus Semien to a seven year deal among other moves, the Rangers got another high profile infielder as they signed Corey Seager to a massive 10 year, $325 million deal.
- Everyone has been waiting for months for the fate of Marcell Ozuna in the wake of the domestic violence charges against him. After a winding tale during the legal process that saw his charges downgraded and saw him enter a diversion program, the league finally weighed in as they gave him a 20 game retroactive suspension. He will not miss a game during the 2022 season.
- Normally, the reigning Cy Young award winner signing with a new team would be the headline for most baseball news cycles. That it wasn’t on Monday speaks volumes to how crazy it was on the transaction front. Robbie Ray does, in fact, have a new squad as the Mariners inked him to a five year, $115 million.
- The Rangers are close to signing Jon Gray to four-year deal. The 30-year old showcased some amazing breaking pitches before his success trailed off at the end of the 2021 season. But for the Rangers right now, any kind of pitching is good pitching.
- Kevin Gausman has agreed to a five-year, $110 million deal with Blue Jays. While Gausman struggled in the second half of last season, posting a concerning 4.42 ERA after the All-Star Break, he still finished sixth in Cy Young voting and was undoubtably the Giants’ ace at one point. We all go through rough patches, right?
- Marcus Semien has signed a seven-year deal with the Rangers. The star infielder put on quite the show last season, slashing .265/.334/.538 with 45 home runs. Now, the Rangers have locked him down until 2028 — the year he turns 38.
- The Twins signed Byron Buxton to a massive seven year, $100 million extension,because ‘tis the season for astronomical contracts. The Twins are rolling the dice on their homegrown talent — while Buxton is a powerhouse of a player, he is beyond injury prone. If Minnesota can keep him healthy for more than 90 games a season, their risk will be well worth it.
- The Rays and Wander Franco both took major gambles, agreeing to an 11-year extension with a club option for a 12th year that will pay Franco a guaranteed $182 million. If all goes right for the Rays, they’ll control a generational superstar through his age-33 season. They’re betting big on a player who has played in just 70 major league games, though, while Franco is sacrificing the possibility of signing a deal that could be twice as big in exchange for more financial certainty now.
- The White Sox signed reliever Kendall Graveman to a three-year, $24 million deal. They could have a three-headed monster at the back of their bullpen in 2022 with Graveman, Liam Hendriks, and Craig Kimbrel, though GM Rick Hahn has said they’re open to trading Kimbrel this offseason after he struggled down the stretch as a setup man in 2021.
- The Giants had themselves a busy day as they, at least partially, sought to get the band back together for next season. They were successful on a couple fronts as they inked starting pitcher Anthony DeSclafani to a three-year deal and shortly after that, his fellow member of the Giants’ 2021 rotation, Alex Wood, joined him on a two-year deal.
- The candidates for the Comeback Players of the Year were fairly clear this season, and that is exactly how the awards played out as Buster Posey, who battled injuries in 2019 and didn’t play in 2020, and Trey Mancini, famously coming back from colon cancer to play at a high level, took home the Comeback Player of the Year awards in each league.
- Despite all of the drama surrounding the tenure of manager Alex Cora with regards to the sign stealing scandal that impacted both his time with the Astros and Red Sox, Boston seems very keen on keep the manager on that won them a World Series title AND helped them put together a surprising run this season deep into the playoffs as they went ahead and exercised their options on his deal for 2023 and 2024.
- Giants first baseman Brandon Belt was the only player in the majors to accept the one-year, $18.4 million qualifying offer from his previous club, and he’ll return to a San Francisco team that he helped propel to 107 wins in 2020.
- Justin Verlander rejected the qualifying offer, but he quickly re-upped with the Astros, agreeing to a one-year, $25 million deal with a $25 million player option for 2023. That’s an impressive commitment on the part of the Astros, who will bring back a future Hall of Famer but will gamble on an aging starter who has pitched in just one game over the past two seasons.
- The Mets tendered the one-year, $18.4 million qualifying offer to Noah Syndergaard, but instead of sticking with the club he’s spent his entire major league career with, the oft-injured starter opted to take on a new challenge and a slightly more lucrative deal, signing a one-year, $21 million deal with the Angels. After making just two appearances over the last two years, Syndergaard is gambling that he can stay healthy in 2022 and help turn around a franchise that has struggled badly at evaluating free agent pitchers in recent seasons.
- The Blue Jays turned some heads when they gave up highly-regarded prospects Simeon Woods-Richardson and Austin Martin to acquire starter José Berríos at the trade deadline this year, but now they’re in it for the long haul with the former Twins starter after signing him to a seven-year, $131 million extension.
- The Mets have pretty famously struggled to find someone to take their general manager job. After getting turned down by a number of candidates, New York offered the position to former Angels GM Billy Eppler, and he accepted the job.
- The Giants have extended Gabe Kapler’s contract through 2024. It makes sense for the Giants to keep the party going with Kapler; he’s taken a team that was seemingly short on talent in 2020 and transformed them into the most winning team in 2021 (107, to be exact).
- Starting in the 2022 season, all 30 teams will now be required to provide housing to all minor league players, ESPN.com’s Jeff Passan reports. Last month team owners held a vote on the subject that passed unanimously. The intricacies are still being worked out on if teams will be giving players stipends for housing or if they will provide it directly. Considering the conditions that an overwhelming amount of minor leaguers have been subject to, this is a welcome improvement to the quality of their lives.
International
Analysts issue unexpected crude oil price forecast after surge
Here’s what a key investment firm says about the commodity.
Oil is an asset defined by volatility.
U.S. crude prices stood above $60 a barrel in January 2020, just as the covid pandemic began. Three months later, prices briefly went negative, as the pandemic crushed demand.
By June 2022 the price rebounded all the way to $120, as fiscal and monetary stimulus boosted the economy. The price fell back to $80 in September 2022. Since then, it has bounced between about $65 and $90.
Over the past two months, the price has climbed 15% to $82 as of March 20.
Bullish factors for oil prices
The move stems partly from indications that economic growth this year will be stronger than analysts expected.
Related: The Fed rate decision won't surprise markets. What happens next might
Vanguard has just raised its estimate for 2024 U.S. GDP growth to 2% from 0.5%.
Meanwhile, China’s factory output and retail sales exceeded forecasts in January and February. That could boost oil demand in the country, the world's No. 1 oil importer.
Also, drone strokes from Ukraine have knocked out some of Russia’s oil refinery capacity. Ukraine has hit at least nine major refineries this year, erasing an estimated 11% of Russia’s production capacity, according to Bloomberg.
“Russia is a gas station with an army, and we intend on destroying that gas station,” Francisco Serra-Martins, chief executive of drone manufacturer Terminal Autonomy, told the news service. Gasoline, of course, is one of the products made at refineries.
Speaking of gas, the recent surge of oil prices has sent it higher as well. The average national price for regular gas totaled $3.52 per gallon Wednesday, up 7% from a month ago, according to the American Automobile Association. And we’re nearing the peak driving season.
Another bullish factor for oil: Iraq said Monday that it’s cutting oil exports by 130,000 barrels per day in coming months. Iraq produced much more oil in January and February than its OPEC (Organization of Petroleum Exporting Countries) target.
Citigroup’s oil-price forecast
Yet, not everyone is bullish on oil going forward. Citigroup analysts see prices falling through next year, Dow Jones’s Oil Price Information Service (OPIS) reports.
More Economic Analysis:
- Bond markets tell Fed rate story that stocks still ignore
- February inflation surprises with modest uptick, but core pressures ease
- Vanguard unveils bold interest rate forecast ahead of Fed meeting
The analysts note that supply is at risk in Israel, Iran, Iraq, Libya, and Venezuela. But Saudi Arabia, the UAE, Kuwait, and Russia could easily make up any shortfall.
Moreover, output should also rise this year and next in the U.S., Canada, Brazil, and Guyana, the analysts said. Meanwhile, global demand growth will decelerate, amid increased electric vehicle use and economic weakness.
Regarding refineries, the analysts see strong gains in capacity and capacity upgrades this year.
What if Donald Trump is elected president again? That “would likely be bearish for oil and gas," as Trump's policies could boost trade tension, crimping demand, they said.
The analysts made predictions for European oil prices, the world’s benchmark, which sat Wednesday at $86.
They forecast a 9% slide in the second quarter to $78, then a decline to $74 in the third quarter and $70 in the fourth quarter.
Next year should see a descent to $65 in the first quarter, $60 in the second and third, and finally $55 in the fourth, Citi said. That would leave the price 36% below current levels.
U.S. crude prices will trade $4 below European prices from the second quarter this year until the end of 2025, the analysts maintain.
Related: Veteran fund manager picks favorite stocks for 2024
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Disney remote jobs: the most magical WFH careers on earth?
Disney employs hundreds of thousands of employees at its theme parks and elsewhere, but the entertainment giant also offers opportunities for remote w…
The Walt Disney Co. (DIS) is a major entertainment and media company that operates amusement parks, produces movies and television shows, airs news and sports programs, and sells Mickey Mouse and Star Wars merchandise at its retail stores across the U.S.
While most of the jobs at the multinational entertainment conglomerate require working with people — such as at its theme parks, film-production facilities, cruise ships, or corporate offices — there are also opportunities for remote work at Disney. And while remote typically means working from home, with Disney, it could also mean working in a non-corporate office and being able to move from one location to another and conduct business outside normal working hours.
Related: Target remote jobs: What type of work and how much does it pay?
What remote jobs are available at Disney?
Many companies, including Disney, have called employees to return to the office for work in the wake of the COVID-19 pandemic, and the bulk of the company’s positions are forward-facing, meaning they involve meeting with clients and customers on a regular basis.
Still, there are some jobs at the “most magical company on earth” that are listed as remote and don’t require frequent in-person interaction with people, including opportunities in data entry and sales.
On Disney’s career website, there are limited positions available where the work is completely remote. One listing, for example, is for a “graphics interface coordinator covering sporting events.” This role involves working on nights, weekends, and holidays — times when corporate offices tend to be closed — and it may make sense for the company to hire people who can work from home or to travel and work in a location separate from the game venue.
Some of the senior roles that are shown on the website involve managers who can oversee remote teams, whether that be in sales or data. Sometimes, a supervisor overseeing staff who work outside corporate offices may be responsible for hiring freelancers who work remotely.
On the employment website Indeed, there are limited positions listed. A job listing for a manager in enterprise underwriting for a federal credit union indicates weekend duty, working outside of an 8 a.m. to 5 p.m. schedule, and being able to work in different locations. The listed annual salary range of $84,960 to $132,000, though, is well above the national annual average of around $50,000.
Internationally, Disney offers remote work in India, largely in the field of software development for its India-based streaming platform, Disney+ Hotstar.
The company also offers some hybrid schemes, which involve a mixture of in-office and remote work. For a mid-level animator position based in San Francisco, the role would involve being in the office and working from home occasionally.
How much do remote jobs at Disney pay?
Pay for remote jobs at Disney varies significantly based on location. A salary for a freelance artist in New York City, for example, may be higher than for the same job in Orlando, Florida.
Disney lists actual salary ranges in some of its job postings. For example, the yearly pay for a California-based compensation manager who works with clients is $129,000 to $165,000.
In an online search for “remote jobs at Disney,” results range from $30 to $39 an hour, for data entry, or $28.50 to $38 an hour for social media customer support.
How can I apply for remote jobs at Disney?
You can look for remote jobs on Disney's career site, and type “remote” in the search field. Listings may also appear on career-data websites, including Indeed and Glassdoor.
How many employees does Disney have?
In 2023, Disney employed about 225,000 people globally, of which around 77% were full-time, 16% part-time, and 7% seasonal. The majority of the workers, around 167,000, were in the U.S.
Disney says that a significant number of its employees, including many of those who work at its theme parks, along with most writers, directors, actors, and production personnel, belong to unions. It’s not immediately known how many remote workers at the company, if any, are union members.
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The Digest #194
Poor Charlie’s Almanack, Ben Graham, GAAP accounting, John Templeton, AI dystopia, Inflation, Bloomstran on Berkshire, Intuitive Surgical, The lessons…
Poor Charlie’s Almanack
Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger was first published in 2005 as a “coffee table” style book. It was beautifully presented but came with a high price tag. It was also heavy, somewhat unwieldy to read, and not very portable. The book’s format and price probably limited its reach.
Stripe Press published a new edition of the book shortly after Mr. Munger died last year at the age of ninety-nine. Amazon and other vendors instantly sold all available inventory. After waiting for three months, I finally received my copy last week.
Peter Kaufman is the editor of all editions of the book and I suspect that his main goal two decades ago was to honor Charlie Munger’s wisdom in a format that was not expected to “go viral.” In 2005, Charlie Munger was well known in the Berkshire Hathaway shareholder community and in the value investing world, but he was not as prominent as he became during his final decade. The clear purpose of the new edition is to disseminate his ideas as widely as possible.
The new edition is abridged to reduce repetitive content and I will withhold judgment about the wisdom of this abridgment until I finish reading the book. Since the heart of the book is comprised of speeches given by Charlie Munger, there are definitely cases where the same ideas are presented again and again.
Great books can be read many times while remaining highly relevant. I found this to be the case when I reread Charlie Munger’s Harvard School commencement address delivered in June 1986 when his youngest son was among the graduates. In the speech, Mr. Munger “inverts” the typical advice delivered in such speeches by explaining how the graduates should go about guaranteeing a life of failure and misery through time-tested strategies such as ingesting drugs and indulging in envy and resentment.
I am not sure how many graduates were convinced by Charlie Munger on that early summer day, but I suspect that most of them remember the speech because it was so unconventional. In contrast, I have no recollection of the commencement addresses when I graduated from high school or college, or even who the speaker was.
Articles
A Memorial for Charlie Munger by John Harvey Taylor, March 12, 2024. This is a brief account of a recent memorial service for Charlie Munger at Harvard-Westlake School. “We learned Sunday that someone once asked if he knew how to play the piano. ‘I don’t know,’ he said. ‘I’ve never tried.’ Yet he tried and finished so much in his century. Imagine what he is making of eternity.” (Episcopal Diocese of Los Angeles)
Benjamin Graham: Big Moments on the Way to Big Earnings, March 2024. Ben Graham’s granddaughter reflects on the challenges Graham experienced when he applied for college. “Most graduating seniors make their college plans in advance, but Ben Graham had no money for tuition. All through the long days of arduous farm labor, my grandfather dreamed of winning a Pulitzer Scholarship.” (Beyond Ben Graham)
Graham’s “Unpopular Large Caps” Part 2: Thoughts on Diversification by John Huber, March 19, 2024. “I would segment these ideas into two groups: core operating investments and bargain assets. In the former, you want to be very selective in picking a relatively small number of companies you intend to own for the long term. In the latter, you’d want to think like the insurance underwriter, buying as many as you can to ensure that the law of large numbers is on your side.” (Base Hit Investing)
Warren Buffett Minds the GAAP by Donald E. Graham, March 13, 2024. “I have a challenge for the FASB and the SEC: If you believe today’s accounting rules present a clearer picture of Berkshire’s results, put it to a test. Ask Berkshire’s shareholders if they prefer the present method of reporting earnings over the status quo ante. I don’t believe a single informed shareholder would say so. The rule is confusing and uninformative.” (WSJ)
- Berkshire Hathaway’s Distorted Quarterly Results, August 7, 2022. “Berkshire’s net income figure has been totally useless for analytical purposes since 2018. This is true on an annual basis and even more true on a quarterly basis.” (The Rational Walk)
Sir John Templeton: The Gentleman Bargain Hunter by Kingswell, March 12, 2024. “Templeton, who passed away in 2008, arrived on the investing scene with a series of uber-profitable contrarian bets in the early days of World War II — and continued to outwit Mr. Market with maddening consistency for the next several decades.” (Kingswell)
They Praised AI at SXSW—and the Audience Started Booing by Ted Gioia, March 19, 2024. Many recent innovations seem to have a dystopian aura. Apparently, this sentiment is not restricted to the usual luddites (old men shouting at clouds) but is shared by some of the attendees of SXSW. What seems cool to tech bros in Silicon Valley might not seem so cool to those outside tech culture. (The Honest Broker)
We Still Don’t Believe How Much Things Cost by Rachel Wolfe and Rachel Louise Ensign, March 12, 2024. People tend to focus on the aggregate amount of inflation over the past few years and interpreted transitory to mean that price spikes would reverse. Of course, politicians and economists only meant that the rate of inflation would decrease, not that prices would ever return to pre-pandemic levels. (WSJ)
My 2023 Apple Report Card by John Gruber, March 18, 2024. A solid report card overall from a widely read technology blog. (Daring Fireball)
Podcasts
Christopher Bloomstran on Buffett, Berkshire, Munger, and China, March 19, 2024. 1 hour, 1 minute. Video. Also be sure to check out the latest Semper Augustus client letter which has a lengthy section on Berkshire Hathaway. (Value After Hours)
Renaissance Technologies, March 18, 2024. 3 hours, 10 minutes. Notes. “Renaissance Technologies is the best performing investment firm of all time. And yet no one at RenTec would consider themselves an ‘investor’, at least in any traditional sense of the word. It’d rather be more accurate to call them scientists — scientists who’ve discovered a system of math, computers and artificial intelligence that has evolved into the greatest money making machine the world has ever seen.” (Acquired)
- Review of The Man Who Solved the Market, December 28, 2019 (Rational Walk)
Intuitive Surgical: Robotic Precision, March 20, 2024. 1 hour, 6 minutes. Transcript. “Intuitive creates robotic products to assist minimally invasive surgeries. Its Da Vinci system is a pioneer in this area as it increases the efficiency & accuracy of surgery and reduces the burden on the surgeons themselves.” (Business Breakdowns)
The Lessons of History (Will & Ariel Durant), March 18, 2023. 53 minutes. Notes. “In every age men have been dishonest and governments have been corrupt.” (Founders)
A Classicist Believes that Homer Directly Dictated the Iliad, and Was Also an Excellent Horseman, March 14, 2024. 53 minutes. “The Iliad is the world’s greatest epic poem—heroic battle and divine fate set against the Trojan War. Its beauty and profound bleakness are intensely moving, but great questions remain: Where, how, and when was it composed and why does it endure?” (History Unplugged)
Triumph of Achilles
Copyright, Disclosures, and Privacy Information
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