Sublime
An inspiration engine for ideas

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

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

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

🚨 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
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 Ambrosetwitter.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 SPLINTERx.com