Sublime

Worth the read The Loser’s Game By Charles D Ellis https://t.co/8krWeLGiLb

Michael Mauboussin's extensive Checklist for assessing the Moat (Competitive Advantage) of a company: https://t.co/n0M4av8SUS

I'd love to read a book on the most interesting #2's in the world. often so much more impressive, candid, and worth learning from pierre godé to bernard arnault warren to charlie wells to eisner https://t.co/u1knQpsHJV

What Sam looks for in founders: breadcrumbs from their past that hint at their trajectory, outsiders with a unique insight, unusually strong in one area, cognizant of their weaknesses, understand where they need to focus right now, have a way to inspire and bring people together

Michael Mauboussin is a phenomenal Investment thinker and researcher. He worked for Morgan Stanley, Legg Mason, and other big players. He's also a Professor at Columbia and has written numerous fantastic books and articles. Here's a list of his Book... See more

2. Management vs. Incentives For small investors, getting a genuine picture of the management is impossible. Instead, look at the incentive structure for the management. Are they incentivized to add value to the firm? Are they... See more