Table of Contents

Profiles & deep dives

Stanley Druckenmiller & George Soros

• Stanley Druckenmiller, Part 1: The Young Gun Finds His Game

• Stanley Druckenmiller, Part 2: It's Good To Be Interesting

• Stanley Druckenmiller, Part 3: The Crash of 1987

• When to listen to markets? Druckenmiller, Diversity, and the Debate over 1987

• Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018

• Stanley Druckenmiller is Taking a Break (Maybe You Should, Too?)

• Soros & Druckenmiller: Layers of Conviction

• George Soros: A Life In Full

• What George Soros Can Teach Us About EV Stocks

Others

• Buffett: The Reading Obsession

• David Tepper: The King of Bouncing Back

• What I Learned From David Tepper

• Paul Tudor Jones: Stalking Bubbles

• 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

• Josh Wolfe, Venture Capital's Most Passionate Skeptic

• 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

• What I Learned From Studying Michael Price

• 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)

• 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

• Susquehanna & Jeff Yass: The six college friends who bet their way to billions (thread)

• Meshulam Riklis

On the business of investing

• The Market Has No Memory. Should We?

• JAB and the Family Office Conundrum

• One Year In: Man Against Market

• Does Wall Street Need New Storytelling?

• Minds of the Market

• Attempting the Impossible

• Q&A with Scott Reardon: Great Investor Track Records

• The Rise of Media-First Investors

Books and authors

• Studying Predators

• Systematic Serendipity and Grand Slams (The Power Law by Sebastian Mallaby

• Studying Great Industrial Companies (Lessons from the Titans)

  • Rob Wertheimer: Studying Great Industrials & Searching for Compounders

• Max Frumes: The Caesar's Palace Coup and Distressed Investing

• David Clarke, author of the unpublished Floyd Odlum biography

• Q&A with Author Luke Burgis

• Jimmy Soni The Founders and the story of Paypal

• Conversation with Dominique Mielle, Author of Damsel in Distressed

Conversations and Q&A

• Tom Morgan: The Voice Telling You It's Time To Move

• Kai Wu of Sparkline Capital: Tackling Difficult Questions With Unstructured Data

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

• Sebastian Mallaby on Understanding Legendary Investors

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

• Business History with Gary Hoover

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

Personal

• Going Pro: A Recap of 2021

• Going Pro

• The New Year’s Conundrum

• On Ambition

• Gratitude, Desire, and a Money Paradox

• Divorce, Denial, Dissonance Reduction

• Thinking About Endgames

• Squid Game

• The Scarcity Struggle

• The Beauty of Vulnerability

• Mistakes Were Made (I did a dumb thing)

• The Clean Slate (Mindful De-Cluttering)

• Zooming in on History

• Betting on Change