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 w... See more
Patrick OShaughnessyx.com
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 ___LI... See more
Chris Hladczukx.com
$LVMH is the best investment I can find right now
I've spent countless hours to study the ins and outs of the business
Here's a summary of my analysis: (thread) https://t.co/D38FjVrDxz
A random appreciation thread
@tylercowen - new book is so good, I sincerely wish there was a Tyler in every field. Unbelievably prolific. Hard to imagine a more “alive” mind.
@tferriss - I think he’s just past 10 years of his podcast. So prolific. He probably opened more rabbit holes for me... See more
Patrick OShaughnessyx.com
Today’s conversation with @GrahamDuncanNYC is going to make you think about your life in a variety of new ways:
- starting an investing platform
- source, compulsion, grip
- levels of the investing game
- evaluating people
One of, if not THE, best I... See more