Sublime
An inspiration engine for ideas
Formal procedures include:
Alex Edmans • May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases—And What We Can Do about It
Kevin Kwok has a schtick about how friend groups underinvest in themselves. A group of people with high mutual trust, shared interests, and low coordination costs have already solved for many of the issues that otherwise prevent humans from accomplishing great things.
Nadia Asparouhova • 27: Friend groups
companies have a strong incentive to exploit behavioral biases, including availability, unrealistic optimism, and anchoring.
Richard H. Thaler • Nudge: The Final Edition
Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
amazon.com
Every Interesting Outcom...
Buffett acolyte Guy Spier wrote in his book, The Education of a Value Investor,
Danielle Town • Invested: How I Learned to Master My Mind, My Fears, and My Money to Achieve Financial Freedom and Live a More Authentic Life (with a Little Help from Warren Buffet, Charlie Munger, and My Dad)
Greenberg doesn’t limit himself to one kind of valuation metric, but he always looks at free cash flow yield.
Allen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Public markets reward predictability.