Sublime

prediction: home schooling will take off massively with the rise of AI tutors

DCinvestor

x.com

Dispatches from the Group Chats vol. 1

Erik Torenberg eriktorenberg.substack.com

Shareholder Yield: A Better Approach to Dividend Investing

Meb Faber

amazon.com

Cover of Shareholder Yield: A Better Approach to Dividend Investing

Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs

Mark Podolsky

amazon.com

Cover of Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

- Largely founder owned via capital efficient growth

Brett Bivens • The Consumer Subscription Roll-Up Opportunity

Bryan Lawrence: How to beat the market using concentrated value investing

youtu.be

VC is a Power Law business which means only a few cos deliver most of the returns - David Clark from VenCap breaks it down with data on 11.350 companies from 259 funds from 1986 - 2018. Only 1.1% out of 11,350 cos returned the whole fund!

David Clark responded to my tweet that median fund size for fund returners was $350M and many funds >$1b

Inbox (6,480) - tyler.faught92@gmail.com - Gmail

T. Justin Dodd, CFA

Portfolio Manager