Sublime
An inspiration engine for ideas
T. Justin Dodd, CFA
Portfolio Manager
Portfolio Manager
Link
Taking advantage of people who need to buy or sell for non -fundamental reasons
Michael J. Mauboussin • Understanding skill - a paradox
Healthcare-specific investors
This section includes both healthcare-specific funds, as well as individual investors who exclusively focus on healthcare at funds that invest across multiple industries.
Oak HC/FT
Who: Annie Lamont
Check size: Early to growth
Portfolio includes: Devoted Health, Maven, Noom, CareBridge
Why I recommend them: They are commited... See more
This section includes both healthcare-specific funds, as well as individual investors who exclusively focus on healthcare at funds that invest across multiple industries.
Oak HC/FT
Who: Annie Lamont
Check size: Early to growth
Portfolio includes: Devoted Health, Maven, Noom, CareBridge
Why I recommend them: They are commited... See more
The Human Operating System w/ Jim O`Shaughnessy
open.spotify.comfocus on industries with attractive economic characteristics, selectively use leverage to buy occasional large properties, improve operations, pay down debt, and repeat.
William Thorndike • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
Patrick OShaughnessy @patrick_oshag
twitter.com
How I Help GPs Get in Front of the Right Family Offices—Without Wasting Time
Adam Metzmetz.substack.com
Start building professional relationships today. Your attorney, your CPA, your real estate broker, your lender, your insurance broker, your precious metals dealer, and your network of like-minded investors can be your greatest strength. These are the people with whom you will execute your strategic investing plan.
John Michailidis • Strategic Planning and Investing for Individuals
Matija Kočevar
@matija