Sublime
An inspiration engine for ideas
Intro highlights:I believe my lack of business education was an asset because it encouraged me to ask a lot of questions and to think from first principles.
Dan Callahan • Reflections on the Ten Attributes of Great Investors
Finance is simple, or at least it should be: You take capital from savers and pass it on to investment projects; you try not to lose it and you try to give back more. You don’t get paid a lot for this because it’s not hard. The end.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
One of the things I do around the edge of the portfolio is mess with the energy weight. Some of this is old habits — most of my option trading career was being active in oil and gas. But I also see energy as fundamental to the concept of inflation and inflation is the largest tax on investment returns. I actually see the core of our portfolio not a... See more
Kris Abdelmessih • Inflation Replicator
Future of Wealth Management and Investing
sari and • 64 cards
I believe in the discipline of mastering the best of what other people have figured out. Charlie Munger1
Rhiannon Beaubien • The Great Mental Models Volume 1: General Thinking Concepts
Rather than the “labor theory of value,” I think about the “technology theory of value.” The actual value injection is from technology.
Eric Jorgenson • The Anthology of Balaji: A Guide to Technology, Truth, and Building the Future
Inflation, Interest Rates, The War in Ukraine & Commodity Prices, Labor Markets and The Great Repricing
Compounding Thoughts • Making Sense of the Macro
Sam
@glyptic
Jason Bergman
@jasonmbergman