Sublime

Baseball people believed they knew the answers to those questions, and all the others. But those assumptions hadn’t been tested in decades, if ever, so it shouldn’t be surprising that many of them turned out to be wrong. From that gap between the assumed and the actual, Beane and his assistants were able to use their limited budget to construct

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Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Burry's investment one sheet worth reading for any investor https://t.co/ZqFn52xLsv

Founder mode, public markets edition https://t.co/iQUDcoGO1t

Michael Burry's investment strategy: https://t.co/uSXBRvq7fL

1981 memo on hiring from Bear Sterns Sought ppl with a degree in PSD - poor, smart and a deep desire to get rich Warns agst MBAs Co died 37 years later Prob started hiring MBAs https://t.co/uUhFgac9Yp

Michael Burry's (@michaeljburry) Investment Strategy One-Pager - Buy roadkill - Sell when roadkill's been polished - Care little about general market - Focus on FCF & Enterprise Value - Invest in Rare... See more

Going back to how a lot of investors operate, it's very ego-driven. It's very driven by one personality or a bunch of lone wolves who happen to run in a pack, and I don't think that's how capital deployment should work. I genuinely believe we need a hive mind, and that's what we've done at Initialized.