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Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers

The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.

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@patrick_oshag I think with so much data and algorithmic-everything, the value of hand curation will continue to increase. 1,000 movies the computer suggests are not as compelling as 1 movie from a person I trust. I think there must be an analytical corollary to this, but I'm not yet sure what

Simon Sarris x.com

Source: Fast Company

Mark Fisher • Exiting the Vampire Castle

In the immortal words of Walter Paepcke, founder of the Container Corporation of America, “packages are not just commodities; they are communications .” 10

Places Journal

Our agency is getting big. That’s something to be happy about. But it’s something to worry about, too, and I don’t mind telling you I’m damned worried. I’m worried that we’re going to fall into the trap of bigness, that we’re going to worship techniques instead of substance, that we’re going to follow history instead of making it, that we’re going... See more

Sari Azout • Article

Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Deedy

x.com

Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.

Ryan • Mark Leonard Letters

Embracing Paradox

Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.

static1.squarespace.com

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 OShaughnessy x.com