Sublime
An inspiration engine for ideas
“The newest technical papers and the oldest books are the best sources of arbitrage. They contain the least popular facts and the most monetizable truths”, says Balaji Srinivasan.
25 books recommended by @balajis:
1) The Princeton Companion to Mathematics by Timothy Gowers
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 w... See more
Patrick OShaughnessyx.com
André Chaperon
andrechaperon.com
Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com
👋 Personal update, I'm launching @IntuitionVC
I fall in love with people and ideas.
I fell in love with the creator economy and, lately, the loneliness epidemic. But most of all, I fell in love with the extraordinary people bringing these ideas to life: Founders.
___LINEBREAK_... See more
Pay the taxes of life gladly. Not just from the government. Annoying people are a tax on being outside your house. Delays are a tax on travel. Haters are a tax on having a YouTube channel. There’s a tax on everything in life. You can whine. Or you can pay them gladly.
Ryan Holidayx.comSpent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearanc... See more
PrivateEquityGuy (Mikk Markus)x.com