Sublime
An inspiration engine for ideas
Contrarian that I am, the format for this book is intentionally unorthodox as books on investing go these days. It is not about I lail Mary passes; it's about grinding out gains quarter after quarter, year after year. My kind of investing rests on three elements: character, goals, and experience.
John Neff • John Neff on Investing
The biggest secret in venture capital is that the best investment in a successful fund equals or outperforms the entire rest of the fund combined.
Peter Thiel, Blake Masters • Zero to One
gathered company-wide statistics
Cal Newport • Deep Work: Rules for Focused Success in a Distracted World
Mario Gabriele • The Future of Solo Capitalists | The Generalist
only invest in companies that have the potential to return the value of the entire fund.
Peter Thiel, Blake Masters • Zero to One
and a small number will generate the lion’s share of the financial returns for a given fund; and
Scott Kupor • Secrets of Sand Hill Road
The Best-Selling Title & Subtitle Formula: 5 Laws Of Scalability Which leads us to the big question:
Eddie Yoon • Snow Leopard
David Clark responded to my tweet that median fund size for fund returners was $350M and many funds >$1b