Sublime
An inspiration engine for ideas
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
amazon.com
Steward-ownership is capitalism 2.0 | by Juho Makkonen | Better sharing | Medium
medium.commedium.com
The second-best scenario is a serial entrepreneur CEO planning to build out a new team. Third best is a team that did amazing things, but perhaps due to macro market conditions did not achieve a high return for investors.
Patrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist
Some thoughts from Bill Gross on portable alpha.
(Sources: "Portable Alpha Theory & Practice" and “Consistent Alpha Generation through Structure”) https://t.co/YK0yhtytRl