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1/ Book Review Investing: The Last Liberal Art by @RobertGHagstrom Charlie Munger once said "stock picking is a subdivision of the art of worldly wisdom". Instead of looking at markets through mere finance/econ lens, you need to consider a wide body of knowledge. Here's why.... See more

Mostly Borrowed Ideas

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In 2016, $LVMH's Bernard Arnault did a rare interview in English at The Oxford Union. It includes topics such as: • How he defines luxury • Why satisfaction is a big risk • Stock market psychology • What's his favorite champagne "I try... See more

Quartr x.com

Tried my hand at a one-pager of my investment philosophy. Nothing revolutionary, but an enjoyable exercise. https://t.co/gEklvqr96a

Todd Wenning

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This book about Bernard Arnault costs $3,000 😳 I just finished reading it and wanted to buy another copy I could only find 1 for sale The book provides *incredible* insight into a young Arnault —when the book ends he is only 42 years... See more

David Senra

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Paul Singer founder of Elliott Management on Stock market valuation, government spending, AI “bubble” and crypto. Sound on 🔊 https://t.co/WVx7SIomEO

Menthor Q x.com

🚨 The GOAT Stan Druckenmiller just reshuffled his portfolio in a big way. He’s managed money through every market regime for 40+ years without a single down year. This quarter, his portfolio shift says a lot about where smart capital is flowing next. Here’s what... See more

Next 100 Baggers

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Paris Untapped

Julia Yee • 1 card

GLG can be viewed as a "tax" on the global knowledge economy. S-1 numbers are fascinating: - 21k network members - $520k annual contract value - $290mm in recurring revs (as of 6/30/21) - 102%+ "wallet retention" (completed one project in 90... See more

Dave Ambrose twitter.com

#3 — BYRNE HOBART (@ByrneHobart) Byrne Hobart is the author of The Diff (https://t.co/dXQBx94tYC), a newsletter studying inflections in finance & technology. He is also the host of a new podcast called The Riff, produced by Turpentine (@TurpentineMedia). In this episode, we discussed the... See more

THE SPLINTER x.com