Sublime
An inspiration engine for ideas
napoleon bonaparte’s heir runs a search fund to buy small cap services business https://t.co/NGMTYppewu
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.comGood interview of Dan Sundheim by @collision: https://t.co/xTgSjf3NTi, featuring stock market performance (why does it outperform GDP?), irrational volatility aversion, and inflation hedges.
Patrick Collisonx.comVincent
withvincent.com
My conversation with @mjmauboussin and @bgurley on all things investing
We cover:
- AI
- regulatory capture
- the different types of increasing returns to scale
- hardware
- capital markets
- working with extreme talent... See more
Jeff Horing has never done an interview like this because he’s too busy investing at Insight Partners.
Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”
Insight does... See more
Patrick OShaughnessyx.com
The 0.1% of ideas this week
The rabbit holes I've been down -- without the distractions.
7 examples: https://t.co/jsY6tiqHGf
