Sublime
An inspiration engine for ideas
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
This month marks 40 years since Danaher was founded. And over those 40 years, Danaher has delivered total shareholder returns over 180,000% and is the only US publicly traded company that has outperformed the S&P 500 in every five year period.
Today, I wanted to share with you their very first shareholder... See more
King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone
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In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more
Patrick OShaughnessyx.comIn Conversation with Michael Dell
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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.
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