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.comBrookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing
Their macro update & investment plan…
Austin Liebermanx.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