Sublime
An inspiration engine for ideas
Murphy had an unusual negotiating style. He believed in “leaving something on the table” for the seller and said that in the best transactions, everyone came away happy. He would often ask the seller what they thought their property was worth, and if he thought their offer was fair he’d take it (as he did when Annenberg told him the Triangle statio
... See moreWilliam Thorndike • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
If you haven't read the recently revised book by Yuval Taylor, you should do so now. He designs factor models (smart beta) and details his process.
From November 2015 through to June 2023 he has a reported compound annual growth rate of 43% and has made over $6 million in profit.
https://t.co/7DwU53nFQ6
Modern Poker Theory: Building an unbeatable strategy based on GTO principles
amazon.com
How does Greenblatt invest his PA?
One example: Calls options on “growing service businesses” when they trade for “close to 10 times cash earnings.”
Here’s a writeup and his bio from 2000: https://t.co/87YcVFyI5R
- Face the Fear Factor
John C. Maxwell • The 15 Invaluable Laws of Growth: Live Them and Reach Your Potential
Rick Guerin’s write up for: The Security I Like Best
Personal Property Leasing Company
( I’m sure @MohnishPabrai would be interested in this one ) https://t.co/NI9QO9hnPN
Carl Kawaja manages over $10B of global equities at Capital Group.
He told us Edward Tufte's Visual Display of Quantitative Information “is the single most practically useful book you can read to distinguish yourself as an investor.”
On the surface it’s a book about data visualization, but i... See more
