Sublime
An inspiration engine for ideas
Brian Sholis
@briansholis
focus less on specific individuals and case studies and more on broad patterns.
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Nick is seeing himself in that story right now in 2008 he's like I got I got Berkshire I got Amazon the key is
to not mess that up he the key is to not interrupt this these honest compounding machines which in itself is a decision a daily decision not to do anything and arguably more difficult than to do something because I think we are naturally wi
... See moreFounders Podcast • #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters
The reason for the extreme concentration is the second striking feature of Shannon’s portfolio: He didn’t trim positions. Shannon simply remained invested in each as they grew. This allowed Motorola to compound his initial investment 57 times. Teledyne, his largest investment, grew an incredible 194 times. Hewlett-Packard, his second-largest holdin
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Douglas Atherton
@doug
