Sublime
An inspiration engine for ideas
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
He is both well liked and very intelligent. He is also very rich. I consider his annual “Chairman’s Letter” (in the Berkshire annual report) to be indispensable reading for anyone wanting to do well in business.
Rabbi Daniel Lapin • Thou Shall Prosper: Ten Commandments for Making Money
1981 memo on hiring from Bear Sterns
Sought ppl with a degree in PSD - poor, smart and a deep desire to get rich
Warns agst MBAs
Co died 37 years later
Prob started hiring MBAs https://t.co/uUhFgac9Yp
2023 @PermanentEquity Annual Letter is live: https://t.co/pRCrmugDtP
1) Partnership with Rylee + Cru (https://t.co/wrroulp5uB)
2) Challenges of career risk, shifting markets, and buying the misunderstood
3) Fitness journey update
4) Perils of false self
5) Goodbye to Mr. Munger https://t.co/CGD1NMTFrA
This month marks 40 years since Danaher was founded. And over those 40 years, Danaher has delivered total shareholder returns over 180,000% and is the only US publicly traded company that has outperformed the S&P 500 in every five year period.
Today, I wanted to share with you their very first shareholder letter.___LINE... See more
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
Link
Dataroma just added Tom bankroft. When they asked Todd combs who he would suggest as a good investor it was him. https://t.co/EBkUbe5QDD