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Ever a student of history, Dimon sent Paulson a note including a citation from a speech Theodore Roosevelt made in Paris in 1910: “It is not the critic who counts: not the man who points out how the strong man stumbles or where the doer of deeds could have done better. The credit belongs to the man who is actually in the arena, whose face is marred
... See moreDuff McDonald • Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase
No one person had the full picture of the puzzle Sam had made out of money. Ramnik likely had the clearest view of it, but even his view was partial. Inside of three years, Sam would deploy roughly $5 billion on a portfolio of three hundred separate investments—which worked out to a new investment decision roughly every three days. If Sam spent onl
... See moreMichael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Steve Birch, another of our in-house money managers, started managing money earlier. He took advantage of the roaring bull market of the late 1990s and protected most of his gains by going mainly to cash in the bear market. Between 1998 and 2003, he had gained over 1,300%.
William J. O'Neil • How to Make Money in Stocks: A Winning System in Good Times and Bad, Fourth Edition
Jobs did not enunciate some simple-minded growth or market share goal. He did not pretend that pushing on various levers would somehow magically restore Apple to market leadership in personal computers. Instead, he was actually focused on the sources of and barriers to success in his industry—recognizing the next window of opportunity, the next set
... See moreRichard Rumelt • Good Strategy/Bad Strategy: The difference and why it matters
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon




Kyle Harrison • The Death of a Venture Fund
In Stunning Speech, Peter Thiel Blasts Buffett, Dimon, & Fink As "Finance Gerontocracy"; Sees Bitcoin Rising 100-Fold
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