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
Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations (Bloomberg Book 34)
amazon.com
I'm obsessed with building a Personal Holding Company.
The idea: build dozens of cash-flowing businesses, partner with great operators to run them.
Who is/has done this effectively?
Few people come to mind:
- @jspujji
- @stephenolm... See more
Alex Liebermanx.comThe Company: A Short History of a Revolutionary Idea (Modern Library Chronicles Series Book 12)
amazon.com
Fund Math for Dummies
digitalnative.tech
As an investor, I’d rather invest in a corporation with great systems than with great leaders.
Dan Kennedy • No B.S. Ruthless Management of People and Profits: No Holds Barred, Kick Butt, Take-No-Prisoners Guide to Really Getting Rich
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
For early-stage investing, I believe that the small flat partnership is the best structure if the goal is to produce high return on capital funds. Here are some reasons why this model is superior for early-stage investing:- At the early stage, investors must bet on teams and ideas that have not been proven. The biggest winners almost always come fr... See more