Neckar's Minds of the Market
Subscribe
Sign in
Home
Archive
About
Share this publication
Neckar's Minds of the Market
neckar.substack.com
Copy link
Twitter
Facebook
Email
Neckar's Minds of the Market
Deep dives into the minds and methods of outstanding investors.
By Frederik Gieschen · Hundreds of paid subscribers
Subscribe
Let me read it first
Travel Note: View from the Peak
It’s the last day of my trip to Germany and I’m sitting in a café in Munich, battling the simmering heat with an iced coffee because we Germans still don’t believe in air conditioning.
Aug 5
48
22
"A path opens to those who are honest."
“You never know who you're gonna talk to, where you're gonna go, what you're gonna see. Every day is different.” Jake Adelstein, Tokyo Vice
Jul 23
52
3
The Reading Obsession
“I just sit in my office and read all day.” - Warren Buffett
Oct 31, 2021
176
33
Time for a walk (taking a summer break)
Michael Mauboussin, Mark Sellers on great investors, Rob Citrone, Charlie Munger (“I’m 98½ years old, I’ve seen a lot of inflation. I assume every currency in the world will go to nothing.”)
Jul 16
37
17
Most popular
The Reading Obsession
176
33
David Tepper: The King of Bouncing Back
98
18
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
63
20
JAB and the Family Office Conundrum
34
6
Bill Miller: An Investor's Evolution (Part I)
67
6
The Market Has No Memory. Should We?
65
14
See all popular
New
Community
Commodities Corporation: Traders, Innovators, and Making a Virtue out of Necessity
"I have known many great traders and 99% of the time, the market is bigger than anybody. It goes where it wants to go. There are exceptions, but they…
Jul 12
15
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
24
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…
Jun 29
5
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…
Jun 26
38
10
🎙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
8
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
See all
Most popular
The Reading Obsession
176
33
David Tepper: The King of Bouncing Back
98
18
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
63
20
JAB and the Family Office Conundrum
34
6
Bill Miller: An Investor's Evolution (Part I)
67
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
Doomberg
Doomberg
Infinite Loops
Jim O'Shaughnessy
Moontower Weekly
Kris Abdelmessih
C
Cloud Valley
KG
The Overshoot
Matthew C. Klein
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
Subscribe
About
Archive
Authors
Recommendations
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts