Sublime
An inspiration engine for ideas
The year before John Paulson decided, in the spring of 2009, to give investors in his hedge funds the option of having their returns measured and paid in gold, he had made a fortune for himself and his clients by betting on the value of America's housing markets and banks. Now he was betting that an even more basic product than housing — money itse
... See moreMichael Green • In Gold We Trust? The Future of Money in an Age of Uncertainty (Kindle Single)
Eric Mandelblatt started Soroban Capital at 35 with $500M and built it into a $10B fund over 15 years.
He has compounded at a 21% CAGR since inception, and is an expert at investing in cyclical stocks most investors won’t touch.
Let's dive into his investment strategy + story:
Sahil Khetpalx.com
Hello, my name is Jordi Hays, and I am looking to invest in a unicorn.
I would like to invest in a company at under $10MM post money that:
- will achieve a 1B valuation within 3-4 years
- is in a boring industry with legacy competitors still using fax machines
- ... See more
Jordi Haysx.comThe smaller the better.
The more illiquid the better.
The least institutionally owned the better.
The more misunderstood the better.
The less talked about the better.
You make money by driving through the fears of other investors.
Ian Casselx.comInvesting in Outliers | Shaun Maguire, Partner at Sequoia
youtube.comSohn 2025
The annual conference convenes the best and brightest investment managers in the industry to share insights, while raising funds in support of pediatric cancer research and care.
I was fortunate to attend this week, having previously only heard from many prior attendees, read notes and articles after the event, and tuned into the CNBC on-... See more
The annual conference convenes the best and brightest investment managers in the industry to share insights, while raising funds in support of pediatric cancer research and care.
I was fortunate to attend this week, having previously only heard from many prior attendees, read notes and articles after the event, and tuned into the CNBC on-... See more
Steve Cohen, Piqué, Aravind Srinivas
This guy has built 7 different BILLION DOLLAR companies.
How? By turning boring industries into billion dollar gold mines.
This is the INSANE journey of under-the-radar billionaire, Brad Jacobs: https://t.co/uuelwwcFvi
