Sublime
An inspiration engine for ideas
A MASTER operator and investor: @rabois
Yesterday: @chamath’s SPAC merger with @Opendoor
Today I inhaled Keith’s podcasts:
• @APompliano
• @eriktorenberg
• @Jason
• @david_perell
• @Patrick_oshag... See more
Chris Hladczukx.com
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare... See more
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 Bill Perkins.
He's worth 100s of millions, a hedge fund manager, poker player, asymmetric thinker...
And my smartest mentor.
Steal his 7 principles on how the rich think differently: https://t.co/NWqJZAVMZY
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.comWho's your favorite wall street analyst? I'd say right now the one that I think has the best takes is Mark Mahaney.
He actually gives reasonable predictions, from what I have followed most of them are pretty good.
Joseph Carlsonx.comLast month @bchesky "gave a talk that everyone who was there will remember" on Founder Mode. But it wasn't public. Now you can hear the uncut ideas, direct from Brian.
Brian and @rabois' conversation on Founder Mode & the Art of Hiring is exceptionally good and worth your time https://t.co/UJydHz6PQ4
Eric Glymanx.com
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