Sublime
An inspiration engine for ideas
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public... See more
PrivateEquityGuy (Mikk Markus)x.comRyan Petersen, CEO of Flexport, on Charlie Munger's counterintuitive business advice:
"The key to success is dumb competition."
Don't compete with AI geniuses in AI. Find your edge where the smartest people aren't looking. https://t.co/VdazTDpfjZ
The Knowledge Projectx.com
Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
He is both well liked and very intelligent. He is also very rich. I consider his annual “Chairman’s Letter” (in the Berkshire annual report) to be indispensable reading for anyone wanting to do well in business.
Rabbi Daniel Lapin • Thou Shall Prosper: Ten Commandments for Making Money
Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.com