Table of Contents

Where to start.

If you’re looking for a quick download on my personal journey and background, you could start here: Attempting the Impossible, Divorce, Denial, Dissonance Reduction, The Scarcity Struggle, Going Pro, The Beauty of Vulnerability, and Gratitude, Desire, and a Money Paradox.

If you’re more interested in profiles and long shelf life insights about investing and life, skip to the profiles and general observations.

Profiles.

• Michael Bloomberg: Fintech’s People Person

• Barry Diller's Beginner's Mind

• Barry Diller’s System of Discovery, Debate, and Development. Part I.

• Barry Diller’s System of Discovery, Debate, and Development. Part II.

• The Rise of Bernard Arnault

• Bernard Arnault: Empire Builder

• Reginald Lewis: Bootstrapping Buyouts

• The Milken Way

• Kirk Kerkorian: Lessons of Leverage

• Kirk Kerkorian: Lessons of Leverage (Part II)

• Dealing with Mistakes (Kirk Kerkorian) (thread)

• Sumner Redstone: Winning Above All Else.

• A Legacy Transformed: John Elkann’s Journey (thread)

• Soros & Druckenmiller: Layers of Conviction

• Paul Tudor Jones: Stalking Bubbles

• How Craig McCaw Pioneered the Wireless Age

• The Complex Case of Floyd Odlum (thread)

• The Chobani Story (thread)

• David Geffen: Capitalizing on Talent (thread)

• Yes Before No: How Dan Gilbert Conquered Mortgage Lending

• Marc Rich, Part I: Riches in Regime Change

• Marc Rich, Part II: Profits over Politics

• Boone Pickens: High Stakes Games in a Tough Industry

• Thinking Big: Lawrence Stroll's Race to the Top

• The Crash of 1987: Julian Robertson’s Test of Conviction

• A Big Mac Fortune: How Den Fujita Brought Global Brands to Japan

• The six college friends who bet their way to billions (thread)

• Meshulam Riklis

Investment Letter Reviews.

• Bill Miller: An Investor's Evolution (Part I)

• Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.

• Nomad Investment Partnership (Nick Sleep, Zak Zakaria)

• Henry Ellenbogen’s Playbook for Durable Growth

General & Personal

• The Reading Obsession

• Attempting the Impossible

• Divorce, Denial, Dissonance Reduction

• Going Pro

• Going Pro: A Recap of 2021

• Squid Game

• The Scarcity Struggle

• The Beauty of Vulnerability

• Accepting Rejection

• How to Move On (but faster)

• Mistakes Were Made (I did a dumb thing)

• Gratitude, Desire, and a Money Paradox

• The Clean Slate (Mindful De-Cluttering)

• The Rise of Media-First Investors

• The New Year’s Conundrum

• On Ambition

• Studying Predators

• Zooming in on History

• Betting on Change

• What George Soros Can Teach Us About EV Stocks

• A Call to Adventure

Conversations and Q&A.

• Conversation with William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers (transcript)

• Author Sebastian Mallaby on Understanding Legendary Investors

• Conversation with Dominique Mielle, Author of Damsel in Distressed

• The No-Nonsense DAO Q&A with Kash Dhanda

• Business History with Gary Hoover

• Q&A with Author Luke Burgis

• Interview with David Clarke, author of the unpublished Floyd Odlum biography

Twitter Threads.

• The Rise of Michael Bloomberg

• Leonardo del Vecchio and EssilorLuxoticca

• Masayoshi Son's Origin Story

• How An Wang Built and Lost Wang Computers

• How Tom Murphy built Capital Cities

• Warren Buffett the Reader vs. Buffett the Networker

• What Buffett taught Bezos in 1999

• Robert Wilson and the Resorts International Short Squeeze

• How Kiewit's Walter Scott built Level 3