Sublime
An inspiration engine for ideas
I’m fascinated with history’s thinker-doers: Cicero, Marcus Aurelius, Benjamin Franklin. There’s no greater achievement than calling your shots: laying out a theoretical worldview, then executing ruthlessly to bend reality.
There exist people like this today, who write a manifesto and go build a $100B company on top.... See more
Johnathan Bix.com
Bill Ackman Manages Over $8.7 Billion in Assets
Achieved 373% accumulative return 2004-2010.
A 58% return in 2019!
He makes all of his Analysts read these 11 books:
📚 https://t.co/XomKpXdDVI
Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.com
Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
In conversation with @BillAckman 🙏
We cover a LOT 🙏
Does he trust Donald Trump on Israel?
Biden legacy? (he does not hold back…)
Will he and Elon put in a bid for TikTok?
How he thinks the US should... See more
Erin Molanx.com
My best and favorite investments come from a deep understanding of the importance of asymmetry, that is, by understanding the potential risk and reward, and making sure that the reward overwhelming compensates for the risk. I have made some great asymmetric investments at Pershing Square, and also personally in start ups... See more
Bill Ackmanx.com
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more