Sublime
An inspiration engine for ideas
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he... See more
Patrick OShaughnessyx.com
top search firms obsess over top multistage giants.
im building nucleus to support the emerging and on-the-way managers building tomorrow’s top 10. my take: at least 5 new funds crack every list by 2030, replacing legacy platforms bleeding their best partners
to back them properly, we’re... See more
Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.com
From age 20-50, I can't stress this enough: https://t.co/l6dcTVpsTD
NorthWestern Mutual at it again. Just absolutely staining the reputation of advisors everywhere with their nonsense ❌
Here's what THEY recommended to a friend of mine who reached out asking for my thoughts:
Background: 25 years old
- $70,000 Salary
- Good amount... See more
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
@JohnHuber72 Haven't read but if it is $NRP, the EV better be properly calculated and there better be good mention of the tax situation! And that's all I am saying on $NRP in public
Hypertonx Economicsx.com