Sublime
An inspiration engine for ideas
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public... See more
PrivateEquityGuy (Mikk Markus)x.comThe Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend
amazon.com
The best hardcore investing & finance books:
“Distressed Debt Analysis” (Moyer)
“The Snowball” (Warren Buffett)
“Competitive Strategy” (Porter)
“The Alchemy of Finance” (Soros)
“Outsiders” (CEO value accretion)
“Fooling Some of …” (Einhorn)... See more
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.
King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone
amazon.com
Trading and Exchanges: Market Microstructure for Practitioners (Financial Management Association Survey and Synthesis)
amazon.com
more people need to discover the elad gil matrix.
he was the first book @stripepress published.
if you check the investor lists of current hot companies + hot companies 5/10/15 years ago, he's behind a supermajority of them.
it's terrifying.
his blog is also free btw.... See more
for anyone with high enough attention span, I just re-watched 2 lectures by @cmuratori which I believe are probably the best educational content on Software Architecture out there. (and it's freely available)
In order, they are 🧵 https://t.co/9Ej33SypOo