Sublime
An inspiration engine for ideas
Jeff Kasanoff
@jeffkasanoff
Patrick Prothe
@patrickprothe
Andrew Lark
@kiwilark
The Calculated Contrarian: Extreme Security, Extreme Risk, Extraordinary Returns
Chris Hutchinskevinrose.com
Patrick Johnson
pbj.me
Jeffrey Cvitkovic
@cvitkovic
venture capital is the business of risk taking.
Arlan Hamilton • It's About Damn Time: How to Turn Being Underestimated into Your Greatest Advantage
Eric Mandelblatt started Soroban Capital at 35 with $500M and built it into a $10B fund over 15 years.
He has compounded at a 21% CAGR since inception, and is an expert at investing in cyclical stocks most investors won’t touch.
Let's dive into his investment strategy + story:
Sahil Khetpalx.com