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Investing
Robin Harford • 2 cards
Stock Investing
Michael Tier • 4 cards
Been investing for 5.5 years. I have returned almost no capital, but have lead 1 round from seed investor->unicorn, 1 more coming shortly, and another hopefully a bit later in year.
So I have at least learned some things.
Here are my learnings for New GPs/Managers, fwiw:
Jason ✨👾SaaStr.Ai✨ Lemkinx.comWarren Buffett: "I have an old-fashioned belief that I only should expect to make money in things that I understand. I don't mean understand what the product does. I mean understand what the economics of the business are likely to look like ten years from now." https://t.co/nQ35Uvt83j
Kevin Carpenterx.com
Besides Warren Buffett, there is only one man Charlie Munger trusts with his capital.
That man is Li Lu.
Lu runs Himalaya Capital and has reportedly generated a ~30% CAGR since 1998.
He's a Buffett/Graham disciple.
Here's a thread on... See more

Tried my hand at a one-pager of my investment philosophy. Nothing revolutionary, but an enjoyable exercise. https://t.co/gEklvqr96a
This is unironically the most useful thing to do if you’re trying to understand how public markets work (esp how analyst sentiments can move share price). Buy 1 share of something you care about, peek at performance, read news, dial into quarterly earnings. The dots will connect.
Owning that 1 share is enough of a... See more
Michael J. Miraflorx.com