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Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Deedy

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Founder mode, public markets edition https://t.co/iQUDcoGO1t

Yuri Sagalov

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10 SIGNS OF A GREAT COMPANY People love working there Dynamic leadership Purpose driven 10-year vision Very large market Explorer mentality Product > marketing Growth mindset Financial... See more

Tom Gardner x.com

The Visions of Neil Mehta

Jeremy Stern joincolossus.com

The Little Book That Beats the Market

Andrew Tobias

amazon.com

Cover of The Little Book That Beats the Market

I added a new agent to the AI hedge fund. The Bill Ackman analyst. Designed using Mr. Ackman's philosophy: 1 • are cash flows stable? 2 • does the company have a moat? 3 • is there long-term growth? 4 • how strong is the balance... See more

virat x.com

Thumbnail of www-x-com-borrowed-ideas-status-1703942941788590407-3a15cf3161b94b5f

Todd: “Warren, I have a new company that likely clears our hurdle. We used to own it back in 2011. We made a quick 50% on the stock. It’s Dollar General.” Buffett: … https://t.co/6j16vwZKmk

Mostly Borrowed Ideas

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Joel Greenblatt would always hand out charlie479’s(Nobert Lou) first three write ups to his students a Columbia to show them what a brilliant investment thesis looks like. Here is one of the VIC write ups that Joel Greenblatt hands out to his students: $NVR https://t.co/HiemeJWYtL

Finding Compounders

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The Bezos Letters

Steve Anderson

amazon.com