Neckar's Minds and Markets
Subscribe
Sign in
Home
Twitter
Table of Contents
Seeing Buffett Clearly
Business of Money
Investor's Library
Archive
About
New
Top
Discussion
Hedge Fund Investing is Hard & Michael Platt's Obsession with Risk
"I don’t have any tolerance for trading losses. I hate losing money more than anything. Losing money is what kills you. Not the actual loss. The fact…
Frederik Gieschen
Jan 26
23
Share this post
Hedge Fund Investing is Hard & Michael Platt's Obsession with Risk
neckar.substack.com
Copy link
Twitter
Facebook
Email
🎙Podcast: Paul Podolsky and The Paradox of Financial Fiction
Listen now (73 min) | "You spend a lot of time trying to write the bullshit out of an idea. Then you put the story out there and you get pings from the…
Frederik Gieschen
Jan 22
20
6
Share this post
🎙Podcast: Paul Podolsky and The Paradox of Financial Fiction
neckar.substack.com
Copy link
Twitter
Facebook
Email
David Einhorn: The Pequod Returns Home
Has the bubble whale been slain? And is it really time to celebrate?
Frederik Gieschen
Jan 19
19
2
Share this post
David Einhorn: The Pequod Returns Home
neckar.substack.com
Copy link
Twitter
Facebook
Email
Thinking About the Tail End and the Long-Term. With Mark Leonard, Nick Sleep, Druckenmiller, Buffett and Reinsurance, Paul Tudor Jones, Alix…
Minds & Markets #1, 2023
Frederik Gieschen
Jan 13
42
5
Share this post
Thinking About the Tail End and the Long-Term. With Mark Leonard, Nick Sleep, Druckenmiller, Buffett and Reinsurance, Paul Tudor Jones, Alix Pasquet
neckar.substack.com
Copy link
Twitter
Facebook
Email
Buffett Profile from 1979: "The investor's investor"
"I cannot promise results, but I do promise this: a. Our investments will be chosen on the basis of value, not popularity. b. We will attempt to reduce…
Frederik Gieschen
Jan 10
28
1
Share this post
Buffett Profile from 1979: "The investor's investor"
neckar.substack.com
Copy link
Twitter
Facebook
Email
📚 Investment Library. David Rubenstein: How To Invest
Hello everyone, Interviews with, and profiles of, prominent investors used to be a successful niche genre. There was the timeless Market Wizards series…
Frederik Gieschen
Jan 8
20
Share this post
📚 Investment Library. David Rubenstein: How To Invest
neckar.substack.com
Copy link
Twitter
Facebook
Email
🎙Audio Repost: Watching Game Tapes of History’s Best Entrepreneurs with David Senra
Listen now (49 min) | “Reading a book is a movie for the mind. It's impossible to read a life story of an interesting person and not be involved…
Frederik Gieschen
Jan 3
20
Share this post
🎙Audio Repost: Watching Game Tapes of History’s Best Entrepreneurs with David Senra
neckar.substack.com
Copy link
Twitter
Facebook
Email
2022 Recap: A Foggy Road Is Still A Road
Hello everyone, I’m sitting in a in a tiny café in the Portuguese port city of Lagos. I guess I’ve joined the ranks of digital nomads after all, at…
Frederik Gieschen
Jan 1
35
16
Share this post
2022 Recap: A Foggy Road Is Still A Road
neckar.substack.com
Copy link
Twitter
Facebook
Email
December 2022
Sitting With Uncomfortable Questions: A Different Kind of Year-End Review
"What you don’t do determines what you can do." Tim Ferriss
Frederik Gieschen
Dec 30, 2022
36
4
Share this post
Sitting With Uncomfortable Questions: A Different Kind of Year-End Review
neckar.substack.com
Copy link
Twitter
Facebook
Email
Phil Stutz's Tools for Life
"You better not come in here and dump all your shit on me." Phil Stutz
Frederik Gieschen
Dec 27, 2022
37
4
Share this post
Phil Stutz's Tools for Life
neckar.substack.com
Copy link
Twitter
Facebook
Email
🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring Partnership
Listen now (64 min) | “In everything I've done, I've tried to be interesting. I've tried to be interested in other people. And I've tried to seek out…
Frederik Gieschen
Dec 22, 2022
19
Share this post
🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring Partnership
neckar.substack.com
Copy link
Twitter
Facebook
Email
Back in Germany
Food for thought by Michael Mauboussin, Howard Marks, Morgan Housel, Alex Morris, Louis Vincent Gave, Nick Maggiulli
Frederik Gieschen
Dec 21, 2022
14
2
Share this post
Back in Germany
neckar.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts