Sublime
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Manifesto · Moth Fund
mothminds.com
Fewer Losers, or More Winners?
oaktreecapital.com
DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
Lawrence Lundy-Bryan • data-driven VC is over
"I learned this from Schwarzman. People don't give money to the investors they think are going to make the most money, they allocate to people they like."
The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend
amazon.com
As Burke said in describing his early years in Albany, “Murphy delegates to the point of anarchy.”7
William Thorndike • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
