Margaret O'Mara - The Code - Part 1

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 10 April 2023

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

Part 1

“Gilded age money is actually the money that fuels the growth of Silicon Valley.”

Author Margaret O’Mara joins Cole and Bill to discuss her book, The Code: Silicon Valley and the Remaking of America. O’Mara’s work tracks the history of the people who built Silicon Valley and the explosion of big tech in America. The conversation covers the institutions that provided the framework for innovation, the background of the pioneers, and the investors that supported this district.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.0	At Smead Capital Management, we advise investors who fear stock market failure.
0:12.9	You can learn more at Smeadcap.com or by calling your financial advisor.
0:18.3	Welcome to a book with legs podcast.
0:20.4	I'm Cole Smead. I'm the CEO and a portfolio manager here
0:23.9	at Smead Capital Management. At our firm, we are readers and book junkies. It can be said that leaders
0:29.0	are readers and we believe books provide us a great source of information for filtering what is
0:34.3	and isn't important for us as investors. Investing is the last great liberal art and the best way to spend a lifetime of learning.
0:41.0	This podcast is for readers, thinkers, business-minded people, and investors who want to grow their
0:46.3	knowledge from great authors and their writing.
0:48.8	Charlie Munger often talks about using multiple mental models and analysis.
0:52.8	Our aim for this podcast is to help listeners test M mongers theory in business, markets, and people.
0:59.0	Let's see, I'll just start off the show by just saying, if you enjoy this,
1:02.0	encourage you to give us a review on Apple, Spotify, wherever you're listening to this today.
1:06.2	So let's jump into it.
1:07.2	Hosting this alongside of me is our chairman and chief investment officer, Bill Smeen. Thanks for joining me, Bill. Great to be here. Love this book. Agree. Is there anything
1:15.6	particular that you're looking forward today with Margaret? Just hearing her perspective on a lot of
1:23.6	these things that are just so impactful today,
1:27.5	even though they happened decades ago.
1:29.4	I agree.
1:30.7	I'm excited as well.
1:32.6	So we're gonna talk about the growth of technology
	...

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