Neckar's Minds of the Market
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Neckar's Minds of the Market
Deep dives into the minds and methods of outstanding investors.
By Frederik Gieschen · Hundreds of paid subscribers
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Money: One Hell of a Drug (Empire of Pain: The Secret History of the Sackler Dynasty)
"A saga about three generations of a family dynasty and the ways in which it changed the world."
Jul 2
17
3
Workshop Note: Collecting Art, The Family Office Seeding KKR, Jim Simon's 5 Principles, Buffett's Energy Bets
“Be guided by beauty. Just as a great theorem can be very beautiful, a company that’s really working very well, very efficiently, that can be beautiful.”
Jun 29
4
The Reading Obsession
“I just sit in my office and read all day.” - Warren Buffett
Oct 31, 2021
168
32
New Name: Minds of the Market
"The game that takes place in the mind of the player. It is played to overcome all habits of mind which inhibit excellence in performance...To uncover and explore the potential within the human body."
Jun 26
35
10
Most popular
The Reading Obsession
168
32
David Tepper: The King of Bouncing Back
97
17
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
61
20
JAB and the Family Office Conundrum
34
6
Bill Miller: An Investor's Evolution (Part I)
65
6
The Market Has No Memory. Should We?
65
14
See all popular
New
Community
🎙Marc Rubinstein of Net Interest: Fascinating Financials
Listen now | "Financials are everywhere. ... They’re a great metaphor for the world around us."
Jun 21
12
3
Q&A with Nelson Wu of Open Square: Energy and Uncomfortable Dinner Conversations
"That 'global energy crisis'? Yeah, that undoubtedly has begun."
Jun 15
7
2
Stanley Druckenmiller is Taking a Break (Maybe You Should, Too?)
“The next 4-5 years are going to be tailored to the skill set that worked for me in the 80s and 90s. Which was all sorts of macro chaos."
Jun 12
16
2
Josh Wolfe, Venture Capital's Most Passionate Skeptic
"I am hyper-optimistic and confident, even though I'm definitely a cynic."
Jun 10
12
5
Q&A with Scott Reardon: Great Investor Track Records
"It completely changed my life as an investor. Without it, I would have been limited to my own personal experience. By studying others, you're able to…
Jun 3
28
3
The Market Has No Memory. Should We?
“The strength of my kids is that they are too young to remember anything bad, and they are making so much money they feel invincible.” The Great…
May 29
65
14
George Soros: A Life In Full
"He built no company, developed no algorithm, possessed no IP that could be bottled and sold. He made money—extraordinary amounts—from what he…
May 22
9
Workshop Note: Bear Market Traps🐻
"Play stupid games, win stupid prizes."
May 20
27
See all
Most popular
The Reading Obsession
168
32
David Tepper: The King of Bouncing Back
97
17
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
61
20
JAB and the Family Office Conundrum
34
6
Bill Miller: An Investor's Evolution (Part I)
65
6
The Market Has No Memory. Should We?
65
14
See all popular
Neckar's Minds of the Market
Deep dives into the minds and methods of outstanding investors.
Subscribe
Recommendations
View all 13
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Table of Contents
Table of Contents
Deep Dives for Paid Subscribers
George Soros's Layers of Conviction
"That doesn’t make sense!" "What do you mean?" "Go for the jugular!"
The Milken Way
“The scarce resource in our society is not money but people.”
Barry Diller’s System, Part I: Diller’s Roots.
"You won’t be able to imagine the level of energy and commitment and the things you have to give up if you really want to do something like this."
Barry Diller’s System of Discovery, Debate, and Development. Part II.
“If you hire people at senior positions, you are a failure.”
Michael Bloomberg: Fintech’s People Person
“We never made the error that so many others have: mistaking their product for the device that delivers it.”
The Rise of Bernard Arnault
“In business the secret is to seize opportunities.”
Bernard Arnault: Empire Builder
"If you control your factories, you control your quality; if you control your distribution, you control your image."
Kirk Kerkorian: The Lessons of Leverage
“Life is a big craps game. I've got to tell you, it's all been fun.”
Kirk Kerkorian: Lessons of Leverage (Part II)
"Kerkorian makes these huge, stupid deals, and he always comes out richer."
Sumner Redstone: Winning Above All Else.
"My goal is to be number one. I would like to be number one in anything I did. I don't say I can be. I don't say I should be. I'm saying I would like to be."
David Geffen: Capitalizing on Talent
"I thought I'd be a success even back in the mailroom at William Morris. It was just inconceivable to me I couldn't win at all."
Marc Rich, Part I: Riches in Regime Change
“I trade wherever it is legal to trade."
Marc Rich, Part II: Profits over Politics
“The key to success - and to real wealth - is long-term thinking.”
The Crash of 1987: Julian Robertson’s Test of Conviction
“Probably none of us have ever lost so much money so fast in our lives.”
How Craig McCaw Pioneered the Wireless Age
"Some said I was a 'crackpot' (many still do)."
A Legacy Transformed: John Elkann’s Journey
“My life was always about being confronted with an environment where you had to adapt.”
Investor Playbooks
The Nomad Partnership Letters (Nick Sleep, Zak Zakaria)
Henry Ellenbogen’s Playbook for Durable Growth
Popular Free Posts
Bill Miller: An Investor's Evolution (Part I)
Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.
Reginald Lewis: Bootstrapping Buyouts
“People who get their thrills from talking about big deals end up not doing them. The fewer words, the better."
Neckar's Minds of the Market
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