Sublime
An inspiration engine for ideas
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
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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
The net worth of Ray Dalio, founder of Bridgewater Associates:
$22,000,000,000
Bridgewater is one of the biggest hedge funds on Earth.
How did it get so big?
A portfolio strategy 100s of PhDs developed over 10+ years.
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Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the worldâs leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
The best hardcore investing & finance books:
âDistressed Debt Analysisâ (Moyer)
âThe Snowballâ (Warren Buffett)
âCompetitive Strategyâ (Porter)
âThe Alchemy of Financeâ (Soros)
âOutsidersâ (CEO value accretion)
âFooling Some of âŚâ (Einhorn) ___LIN... See more
He is both well liked and very intelligent. He is also very rich. I consider his annual âChairmanâs Letterâ (in the Berkshire annual report) to be indispensable reading for anyone wanting to do well in business.
Rabbi Daniel Lapin ⢠Thou Shall Prosper: Ten Commandments for Making Money
Todd: âWarren, I have a new company that likely clears our hurdle. We used to own it back in 2011. We made a quick 50% on the stock. Itâs Dollar General.â
Buffett: ⌠https://t.co/6j16vwZKmk
There are so many sentences I could quote from today's @scuttleblurb interview; I'm just randomly sharing a couple (see images).
David is on my Mount Rushmore for independent investment research. You can perhaps credibly argue he may be one of my "competitors", but I genuinely think I may be top 0.1 percentile fan of Da... See more