Sublime
An inspiration engine for ideas
They save time, money, and frustration.
John Doerr • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs
In an industry of outliers, many allocators have ignored outliers for a long time and preferred funds that are sustainable, process-driven , big enough to scale relationships, often to settle with 3x returns over 12 years with no clear path to liquidity.
An Allocator's Manifesto: Setting the Stage
In the late 1990s, when rising energy prices meant he had to begin firing people, he would lay awake running through the social web in his head. “If I fire that person, do they have someone who can help them?” “How many kids do they have, can they afford to lose an income?” It was never just about balancing a spreadsheet for him, it was always... See more
A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994
Charlie Mungerstrongfitlibrary.com
Recently, he had read an investment bible by the Fidelity fund manager Peter Lynch that described how to identify potential 10x bets. “Stalking the Tenbagger,” Lynch called this process.[18] The way Lynch explained things, if you liked a stock but other professional investors did not own it, this was a good sign; when the others woke up, their
... See moreSebastian Mallaby • The Power Law: Venture Capital and the Making of the New Future
- Embrace boring and single-purpose technology.
Oliver Burkeman • Four Thousand Weeks: Time Management for Mortals
Here’s how the math works: If your firm is pretty good