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📚 Wrestling With Intuition (Can You Cultivate Flashes of Insight?)
Book: Strategic Intuition: The Creative Spark in Human Achievement
20 hr ago
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Frederik Gieschen
21
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📚 Wrestling With Intuition (Can You Cultivate Flashes of Insight?)
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May 2023
Meditations: Three Mantras I Like
Lucky are the people who cross your path.
May 30
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Frederik Gieschen
62
9
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Meditations: Three Mantras I Like
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Escaping the Caterpillar Pillar with Jared Dillian
Listen now (65 min) | "People spend their lives trying to get to the top of the pillar. I saw the politics ... inevitably somebody would get pushed out…
May 28
•
Frederik Gieschen
30
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Escaping the Caterpillar Pillar with Jared Dillian
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A Simple Framework for Wealth
Create, capture, compound, avoid catastrophe and over-consumption.
May 23
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Frederik Gieschen
61
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A Simple Framework for Wealth
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🎙️Community Conversation with Alix Pasquet III: How To Be a Great Analyst
Listen now | "A really good analyst maximizes opportunities and is willing to surround himself with people that have those qualities [they lack]."
May 20
•
Frederik Gieschen
29
5
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🎙️Community Conversation with Alix Pasquet III: How To Be a Great Analyst
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Great Investors See Things Differently (Are Mental Models Actually Pointless?)
Michael Steinhardt: "The only analytic tool that mattered was an intellectually advantaged disparate view. This included knowing more and perceiving the…
May 19
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Frederik Gieschen
41
2
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Great Investors See Things Differently (Are Mental Models Actually Pointless?)
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Bahamas, Bank Runs, Buffett vs. Druckenmiller
"We are enormously risk averse. We want a mathematical edge in every transaction."
May 15
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Frederik Gieschen
19
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Bahamas, Bank Runs, Buffett vs. Druckenmiller
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Stanley Druckenmiller is not a happy camper (speeches at Sohn & USC Marshall)
“The debt ceiling is like sitting on the Santa Monica pier and you see a 30 foot wave and you're worried about it. There's a 200 foot tsunami 10 miles…
May 11
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Frederik Gieschen
26
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Stanley Druckenmiller is not a happy camper (speeches at Sohn & USC Marshall)
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☕ Community: Travel Meetups (Nassau, Berlin) & WhatsApp
Hi everyone, I will be visiting friends in Nassau (Bahamas) this weekend (May 13-15). If you’re a local subscriber let me know via email or Twitter and…
May 8
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Frederik Gieschen
17
4
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☕ Community: Travel Meetups (Nassau, Berlin) & WhatsApp
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The Virtues of Great Investors: Mark Sellers and Jason Zweig (How is Your Writing?)
"Just like a company needs to develop a moat or suffer from mediocrity, an investor needs some sort of edge over the competition or he’ll suffer from…
May 7
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Frederik Gieschen
28
3
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The Virtues of Great Investors: Mark Sellers and Jason Zweig (How is Your Writing?)
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Dark Buffett, Buying Banks, Jewish Treasury Bills, and Amex's Float: More Alternate History
Buffett: "In Wall Street the old proverb has been reworded. Give a man a fish and you feed him for a day. Teach a man to arbitrage and you feed him…
May 3
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Frederik Gieschen
28
2
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Dark Buffett, Buying Banks, Jewish Treasury Bills, and Amex's Float: More Alternate History
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April 2023
Berkshire Hathaway Annual Meeting Best Of
Charlie Munger: "I think that a life properly lived is just learn, learn, learn all the time. Berkshire’s gained enormously from decisions by learning…
Apr 29
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Frederik Gieschen
57
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Berkshire Hathaway Annual Meeting Best Of
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