Neckar's Minds and Markets

Home
Archive
About
NewTopDiscussion
🎙Audio: Charlie Bluhdorn: The Conglomerate Boom's Tragic HeroListen now (43 min) | Premium subscribers can listen to an audio commentary on my post Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero.
Frederik Gieschen
2
“He really was a romantic businessman. I'd never seen that before, and I've never seen it since.” Barry Diller
Frederik Gieschen
12
"You get your grades in the paper every day. There's no hiding in the investment business. The numbers are what they are, you can make up all the…
Frederik Gieschen
7
"In the investment business we are paid to learn. I think people forget that."
Frederik Gieschen
9
"Full disclosure: I have I've had a bearish bias for 45 years that I've had to work around. I like darkness."
Frederik Gieschen
14
🎙Audio Repost: Reflections on the Investing Process with Michael MauboussinListen now (70 min) | “Great investors do two things most of us don’t. They seek information or views different than their own and they update their…
Frederik Gieschen
20
🎙Audio: Focus and Finding Your Favorite ProblemsListen now (15 min) | Premium subscribers can listen to an audio commentary on my post Focus and Finding Your Favorite Problems.
Frederik Gieschen
5
“Jony Ive was talking about Steve Jobs: 'Steve was the most remarkably focused person I have ever met in my life.' That should tell you to do an audit…
Frederik Gieschen
56
10
“There's so much information that you have to use filters to learn. The problems you have to solve serve as filters. Also smart people, your goals, even…
Frederik Gieschen
26
9
🎙Audio: The Tiger That Was a Wolf: Lessons From Julian RobertsonListen now (47 min) | Premium subscribers can listen to an audio commentary on my post The Tiger That Was a Wolf: Lessons From Julian Robertson.
Frederik Gieschen
5
“If I had had to give my own money to any of them, I would have given it to Robertson. He knew stocks better than anyone.” Jim Chanos
Frederik Gieschen
62
16
🎙Audio: Picking Stocks Like Warren BuffettListen now (26 min) | Premium subscribers can listen to an audio recording of my post Picking Stocks Like Warren Buffett.
Frederik Gieschen
4
© 2022 Frederik Gieschen
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing