Matthew Giampetroni

Capital allocation is ultimately about assessing opportunities and executing on the ones that are attractive. As such, it requires a willingness to be a buyer or a seller given the circumstances. 

the best stories to tell are the ones that have been told over and over again, and the stories of competitive mimesis and of deification followed by scapegoating are the oldest and best of all

I think of as each of us having built up an intangible asset over the previous chapters of our lives, a distributed reservoir of credibility that is held in trust by your friends, mentors, and former colleagues. Your task is now to convert that intangible asset into a tangible asset

The frenetic build-up of bubbles and their violent collapse provides some of the purest examples of the mimetic process—they crystallize fear, hope, hype, overconfidence, or under-confidence

the first and most important goal of an attention diet should be to consciously limit the number of distractions we’re exposed to

Every bubble begins with something real, which inspires entirely too much fakery

Every great burst of creativity or action is inseminated with the wiles of boredom