Sublime
An inspiration engine for ideas
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
Linkand that some stock pickers are likely to do better than average for a number of years in a row, but then inevitably crash to earth. You
Thomas H. Davenport • Keeping Up with the Quants: Your Guide to Understanding and Using Analytics
4/
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
By William N. Thorndike
"Details the extraordinary success of CEOs who took a radically different approach to corporate management." - Charlie Munger
___L... See more
Value Theoryx.comHe wrote: “The moral of this is not that ignorance is an advantage. But some of us are too much attracted by the thought of rare things and forget the law of averages in diagnosis.”
Morgan Housel • Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life
This piece of research landed on my desk in 2002.
Since then, I have found it to be one of the most influential pieces I have read.
@mjmauboussin https://t.co/OnYubzGKTl
“A good prediction is not a good decision,” Narayanan and Kapoor write.
Joshua Rothman • In the Age of A.I., What Makes People Unique?
Externally, wisdom looks like as decisiveness without impulsivity—passing on perfect-on-paper deals because something feels misaligned, or backing technically flawed pitches because you sense exceptional founder adaptability. These aren't random emotional reactions but sophisticated processing systems integrating multiple streams: micro-expressions... See more