Sublime
An inspiration engine for ideas
Winter Mead of Coolwater on Building the YC for GPs
youtube.com
My 7 part plan to make Resy into a great American company
Like most venture capitalists, I’m not qualified to do anything but my current job. That is, except for one thing; I would absolutely kill it as the CEO of Resy.
Your move, @AmericanExpress.
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
Place Based Capital Program
The Place Based Capital Program aims to empower local communities in Australia through community wealth building, promoting inclusive investment, financial self-sufficiency, and collaboration to enhance local economies and social impact.
ethicalfields.com
$NRP is a royalty business with no capital needs and consistent FCF.
I think it's a case study on effective capital allocation and management stewardship.
I wrote some notes on its evolution: "hardly recognizable to anyone who hadn't followed the transformation" -COO
Link in bio https://t.co/GyWHsqnCLJ

Before Ted Weschler joined Berkshire , he was a managing partner at Peninsula Capital Advisors.
Here he goes a little into one of his investments ; W.R Grace https://t.co/zeckfgYE7e
BREAKING: ENTERPRISE PRODUCTS PARTNERS ( $EPD ) ANNOUNCES $1.5 BN REDUCTION TO ITS PREVIOUSLY ANNOUNCED 2024 CAPEX PROGRAM
TO REPURCHASE UNITS
TO EXPLORE PROCESS TO CONVERT TO C-CORP.
TEAGUE AND FOWLER TO REMAIN CO-CEOs
SuicideBlondex.com
Terravest Industries $TVK.TO
• Boring industry
• Highly synergistic M&A strategy
• Intelligent pivots to adjacent vertical markets
• Superb capital allocation with high insider ownership https://t.co/So3ILw6Qai