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Does anyone know who is live streaming Munger next Saturday?

The Annual Meeting of Shareholders of Daily Journal Corporation will be held on Wednesday, February 12, 2020, at 10:00 a.m. Pacific Standard Time, at The Center at Cathedral Plaza, at 555 W. Temple Street, Los Angeles
Hey @CNBC! Are you streaming Charlie Munger at the Daily Journal Meeting next Saturday? @BeckyQuick @carlquintanilla
@SamRo Do you know who is live streaming Charlie Munger at the Daily Journal meeting next Saturday in LA or the Berkshire AGM in Omaha this year?
Would you rather watch "The Charlie Munger Show" (live at the Daily Journal Meeting on Wednesday) or:
Charlie Munger clips uploaded Jan 23, 2020.









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Tren Griffin
@trengriffin
1/ Bill Gurley became a Benchmark partner in 1999. That same year Craig McCaw asked me to spend time in their Sand Hill Road office so we could more easily make early stage investments together. Having the opportunity observe Benchmark's DNA up close was a fantastic way to learn.
2/ Benchmark was founded in 1995 by Bob Kagle, Bruce Dunlevie, Andy Rachleff and Kevin Harvey. By maintaining my friendships with Benchmark partners since 1999 I've been able to observe the consistency of their investing style. For example, venturedesktop.substack.com/p/the-merits-o…
3/ "This alignment shines through clearly across the partnership — whether it is Sarah Tavel talking about her investment in Chainalysis, Chetan Puttagunta explaining the logic behind his investment in Sketch, or Eric Vishria responding to a "request for startup" in Open Source:"
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Tren Griffin
@trengriffin
One point Bill Gurley makes in the speech he gave to students at Texas is if you hustle and work you can eventually know as much about a topic as anyone. The material available is unprecedented. Let's say you want to learn about metamaterials. Start with
Then you can keep going deeper and deeper in a specific area to get more informed. For example metamaterials uses in wireless communications:

jultika.oulu.fi/files/isbn9789…

nextgov.com/emerging-tech/…

arxiv.org/pdf/1902.06700…

arxiv.org/pdf/1911.12296…

infocom2020.ieee-infocom.org/keynote
To understand the importance of metamaterials you need to understand the business and technical implications of cloud native communications software. As you work to expand your understanding of the many systems involved, you can achieve what Gurley was talking about.
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Tren Griffin
@trengriffin
One thing about a company that has net revenue of $123.8 million and net loss of $124.2 million is that it doesn't have "earnings." news.google.com/articles/CAIiE…

25IQuiz: How much cash did Canopy Growth burn last quarter?
"GLJ Research concluded Aurora will burn through its liquidity in just over 7 months.

Ello concludes Tilray had just under 4 months of cash as of its latest report. $100M in cash and a monthly burn rate of about $27M. Green Growth has one month of cash." google.com/amp/s/www.barr…
Large Canadian pot producers have a median of 6.5 months of cash. google.com/amp/s/www.bloo…
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I’m a reporter for the ALI Principles of Government Ethics and was on the ALI ethics panel in Washington on Sunday, but I flew back home rather than attend this dinner. He’s in contempt.

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