Q&A Part 2: Uber, AI, and European Investments
Over the next few weeks, I'll be sharing videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha. The event ran over two hours, so we broke it up into four parts.
Last week I shared Part One. Today in Part Two, I discuss balancing between being in cash and being fully invested, how I approach opportunities outside the U.S. (or avoid them), and why I'm bullish on Europe's rebuilding of its defense industry. I also walk through my contrarian Uber thesis, unpack Uber's take-rate versus driver perceptions, and my "guardrails" for managing obsession, family, and marriage.
For those of you who prefer to read rather than watch (or listen), I have an unbiased recommendation - read my book Soul in the Game. It is endorsed by Nassim Taleb, Carl Bernstein (of Watergate fame), Morgan Housel, General McChrystal and others. Great summer read. Check out the reviews on Amazon.
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I'd love to hear your thoughts, so please leave your comment and feedback here. Also, if you missed my previous video "Q&A Part 1: From Dumpster Diver to Quality Value Investor", you can view it and leave a comment here.
Clara’s Three Romances for violin and piano, Op. 22
Today we are going to continue our exploration into music of Clara and Robert Schumann by listening to Clara’s Three Romances for violin and piano, Op. 22: