Sublime
An inspiration engine for ideas
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he... See more
Patrick OShaughnessyx.com
This is, in a way, a practical book about the Kelly criterion. I bought two copies by mistake. If we’re having lunch and you are interested, remind me to bring you the spare copy.
Haghani btw is “the” Haghani. With Larry Hilibrand, the real on-the-ground PM at LTCM. https://t.co/XcXO1tqSfC
This is Bill Perkins.
He made $100,000,000 in a single year, trading oil and natural gas.
He’s a hedge fund manager, high-stakes poker player, and author of one of my favorite books Die With Zero.
Here’s Bill’s story: https://t.co/7CwmK6uQyK
At my hedge fund, I pay an analyst to walk around parks in Austin, SF, and NY and ask these people who are tanning at 2pm on a Tuesday where they work.
We then short the stock.
We’re up 728% this year.
Chris Bakkex.com
Keith Gill is a genius. He is drinking a beer and dressed like a clown to purposely give the impression of dumb money. He knows exactly what he’s doing.
As a long time poker player I know a smart person when I see one. He isn’t talking at all about market dynamics related to swaps, related to dealer hedging dynamics... See more
Dr. burry be wilin on twitter these days - some original due diligence #bubble #2008 #drburry #thebigshort #bigshort #stocks #crypto
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