Insecurity Analysis

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Table of Contents
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Table of Contents

Frederik Gieschen
Oct 14, 2021
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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

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