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Smart VCs know they cannot reliably pick winners. Instead, they spread their bets by diversifying.
Ilya Strebulaev • The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Henry Laufer’s group, which traded all these investments, was on a roll. Laufer’s key strategies—including buying on the most propitious days of the week, as well as at the ideal moments of the day—remained
Gregory Zuckerman • The Man Who Solved the Market
There are two striking aspects of Shannon’s portfolio observable in the 1981 snapshot. The first is the extreme concentration. Fully 81 percent of the portfolio was dedicated to his biggest position, Teledyne. His second- largest holding, Motorola, made up another 12 percent of the portfolio, and Hewlett-Packard, the third-largest holding, accounte
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Fewer Losers, or More Winners?
oaktreecapital.com
Ultimately, however, a company seeks to create a maximum level of enduring enterprise value.
Erik Banks • Finance: The Basics
Future of Wealth Management and Investing
sari and • 64 cards
We maximized our optionality value with the smallest amount of capital. We were never trying to make a financial return, but at the same time were not donating money.
Andrew Romans • Masters of Corporate Venture Capital: Collective Wisdom from 50 VCs Best Practices for Corporate Venturing How to Access Startup Innovation & How to Get Funded
exceptional relative performance demands new thinking,