Sublime
An inspiration engine for ideas
#367 Inside the Contrarian Mind of Sam Zell
podcasts.apple.comJeff Kauflin • First, Fire All The Brokers: How Lemonade, A Millennial-Loved Fintech Unicorn, Is Disrupting The Insurance Business
In 2017, Blackstone, one of the world’s largest investment firms, acquired a majority stake in TOG at a $640 million valuation.
Reeves Wiedeman • Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork
Sam had handed Ryan his checkbook and told him to buy office space and as much worker housing as fast as possible without worrying about the cost. No man was ever so good at not worrying about the cost as Ryan. In a matter of weeks, he had snapped up between $250 and $300 million in real estate, including $153 million worth of condos in an expensiv
... See moreMichael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Opportunity is very often embedded in the imbalance between supply and demand. It could be rising demand against flat or diminishing supply, or flat demand against shrinking supply. When there’s an imbalance, I look at where the two lines will intersect and then determine whether it is cheaper to buy or to build. Usually the answer is in acquisiti
... See moreSam Zell • Am I Being Too Subtle?: Straight Talk From a Business Rebel
Mario Gabriele • The Future of Solo Capitalists | The Generalist
