Sublime
An inspiration engine for ideas
The biggest secret in venture capital is that the best investment in a successful fund equals or outperforms the entire rest of the fund combined.
Peter Thiel, Blake Masters • Zero to One
Throughout the 70s, they were able to make a series of investments that went particularly well (Gillet, Washington Post…).
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Investment thoughts
Balázs Búzás • 1 card
The Big Secret for the Small Investor: A New Route to Long-Term Investment Success
amazon.com
Second, those who hold return-seeking capital assets but who do not lever up are comparatively disadvantaged if their competitors do.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Brookfield 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.comFirst: Understand that investors who protect their capital after the most recent and most artificial bubble will be able to buy everything from stocks to gold to beachfront property at the lowest prices of their lifetimes.
Harry S. Dent Jr. • The Demographic Cliff
$NVDA is the cheapest of Mag7 based on current PEG estimate https://t.co/xWaG1lkO9P