Sublime
An inspiration engine for ideas
they look for hedge funds whose returns are not correlated with the overall equity markets
Scott Kupor • Secrets of Sand Hill Road
Scaling Up Compensation: 5 Design Principles for Turning Your Largest Expense into a Strategic Advantage
amazon.com
new VC funds at / below $200M in size by Shai Goldman @shaig - Google Drive
docs.google.comDoes the Firm Capitalize or Expense Its Cash Flow-Generating Assets? A
Pat Dorsey • The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
best examples of modern asset allocation is the Yale University endowment. Its current, and long-standing, chief investment officer is David Swensen, whom people credit with designing the allocation model that many leading institutional investors follow today. There are Yale acolytes who are now running a large
Scott Kupor • Secrets of Sand Hill Road
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
Fisher wrote in his book Common Stocks and Uncommon Profits:
Gautam Baid • The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
what works—not what worked yesterday but what works today.