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Insecurity Analysis
Deep dives into the most interesting investors and entrepreneurs.
By Frederik Gieschen · Hundreds of paid subscribers
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Let me read it first
Workshop Note: Bear Market Traps🐻
"Play stupid games, win stupid prizes."
22 hr ago
14
Comment
🎙Nick Maggiulli: Just Keep Buying
Listen now (61 min) | “We begin our lives as growth stocks and end our lives as value stocks.”
May 14
11
Comment
2
The Reading Obsession
“I just sit in my office and read all day.” - Warren Buffett
Oct 31, 2021
153
Comment
31
One Year: Man Against Market
“Don’t look for meaning. Look for use.”
May 13
28
Comment
7
Most popular
The Reading Obsession
153
Comment
31
David Tepper: The King of Bouncing Back
91
Comment
15
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
59
Comment
20
JAB and the Family Office Conundrum
33
Comment
6
Bill Miller: An Investor's Evolution (Part I)
64
Comment
6
Attempting the Impossible
51
Comment
16
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New
Community
Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
Listen now | “I learned this business to solve economic puzzles and try and think 18-24 months ahead.”
May 8
7
Comment
🎙Sebastian Mallaby and the Machine for Manufacturing Courage
Listen now (58 min) | "The act of entrepreneurship, which is scary and risky, is de-risked by venture capital. Venture capital is a machine for…
May 5
10
Comment
Buffett's first major TV interview and 5,106 pages of wisdom you will never read
"I don’t have to make money in every game. There are all kinds of things I don’t know about. Too bad. The process is defining your area of competence…
May 1
12
Comment
When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987
"The only good economist I have found is the stock market. People say it has predicted seven out of the last four recessions. That’s still better than…
Apr 25
24
Comment
8
🎙Mary Childs & The Bond King
"Vegas taught me I could beat the system with hard work, ideas, and the ability to tolerate a routine that seems monotonous. To me, it's the most…
Apr 22
11
Comment
3
Does Wall Street Need New Storytelling?
If all you offer is money, all you get are mercenaries.
Apr 19
47
Comment
15
🎙Max Frumes: The Caesar's Palace Coup and Distressed Investing
Listen now (70 min) | "How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street"
Apr 15
10
Comment
Stanley Druckenmiller Part 3: The Crash of 1987
“Probably one of my greatest assets over the last 30 years is that I’m open-minded and I can change my mind very quickly.”
Apr 10
9
Comment
See all
Most popular
The Reading Obsession
153
Comment
31
David Tepper: The King of Bouncing Back
91
Comment
15
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
59
Comment
20
JAB and the Family Office Conundrum
33
Comment
6
Bill Miller: An Investor's Evolution (Part I)
64
Comment
6
Attempting the Impossible
51
Comment
16
See all popular
Insecurity Analysis
Deep dives into the most interesting investors and entrepreneurs.
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Table of Contents
Table of Contents
Popular Free Posts
The Reading Obsession
“I just sit in my office and read all day.” - Warren Buffett
Bill Miller: An Investor's Evolution (Part I)
Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.
The Most Important Insight(s)
Attempting the Impossible
Are you building a business or practicing your craft?
Gratitude, Desire, and a Money Paradox
“Desire is a contract that you make with yourself to be unhappy until you get what you want.” –Naval
Divorce, Denial, Dissonance Reduction
How to lose money and friends.
Reginald Lewis: Bootstrapping Buyouts
“People who get their thrills from talking about big deals end up not doing them. The fewer words, the better."
On Ambition
“There’s always a point in which one’s desire to self-actualize morphs into the desire to externally control.”
Going Pro: A Recap of 2021.
"I'm excited and terrified and I'll tell you why."
The New Year’s Conundrum
Investor Playbooks
Henry Ellenbogen’s Playbook for Durable Growth
The Nomad Partnership Letters (Nick Sleep, Zak Zakaria)
Deep Dives for Paid Subscribers
The Milken Way
“The scarce resource in our society is not money but people.”
George Soros's Layers of Conviction
"That doesn’t make sense!" "What do you mean?" "Go for the jugular!"
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.”
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