Understanding skill

Understanding skill - a paradox

Analyzes the paradox of skill in investing, highlighting abundant managerial skill, the need for opportunity, and evaluating performance through persistent and predictive statistics like active share for identifying potential excess returns.

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Required reading for every serious investor This piece by @mjmauboussin was published today. https://t.co/nUfdMXyxo0

Hidden Monopolies

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Good read from @FinnMurphy12 on understanding which game you are playing in venture capital. It's worth emphasizing, with so much focus on attention, that there are (basically) two paths: 1) There are startups that are great at capturing our attention; hot technology, charismatic founders,... See more

Dan Gray

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Worth the read The Loser’s Game By Charles D Ellis https://t.co/8krWeLGiLb

Finding Compounders

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