Sublime
An inspiration engine for ideas
on investment, margin of safety, and upside potential.
Walker Deibel • Buy Then Build: How Acquisition Entrepreneurs Outsmart the Startup Game
When asked if private investors can draw any lessons from what Harvard does, Mr. Meyer responded, “Yes. First, get diversified. Come up with a portfolio that covers a lot of asset classes. Second, you want to keep your fees low.
John C. Bogle • The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns (Little Books. Big Profits)
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
I used portfoliovisualizer.com to see how these recommended funds performed since the article’s May 2010 publication.
Andrew Hallam • Millionaire Teacher
The debate over top-down versus bottom-up investing has always seemed a little fuzzy to Inc. I just keep an eve on the economy and ask, where is a sector that's overdue for recognition:
John Neff • John Neff on Investing
Areas of opportunity; hiring, creating products for founders like NFX's Signal, and processes such as indexing people instead of companies.
Erik Torenberg • Productizing Venture
Forget rich versus poor, white-collar versus blue. It’s now leveraged versus un-leveraged.
Tim Ferriss • The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
Internal prediction market
Tyler Cowen • Why don't more businesses use prediction markets? - Marginal REVOLUTION
Transparency and data provide ruthless meritocracy.