Table of Contents
A collection of key writings.
Series: seeing Buffett clearly
“His wealth was built on the balance of compounding wisdom and relationships. In fact, the two reinforced each other.”
“We get this question a lot from the enterprising young. It’s a very intelligent question: you look at some old guy who is rich and you ask, ‘How can I become like you, except faster?’” Charlie Munger
The Hustler: Lessons from a Young Warren Buffett
"If we look past the specific actions, we find in Buffett's young years timeless ingredients for success that have lost none of their potency. That kid hustled. Nonstop."
Picking Stocks Like Warren Buffett
“As long as we see ourselves as perpetual students, as long as we use an interest in business and investing as an outlet for learning and building community, I believe it is a worthwhile effort. Even if one does not beat the market. And hey, if you happen to come across a wonderful business or an investor or founder of Buffett’s caliber, at least you know what to do. Make a sizable bet, let the magic of compounding and patience do their work, continue to learn, and have a great time with your friends.”
Deep dives on great investors and speculators
Short of the British Pound: Soros’s Layers of Conviction
Stanley Druckenmiller is Taking a Break (Maybe You Should, Too?)
Liquidity, Market Signals, and Capital Cycles: Druckenmiller's Interviews of 1988 and 2018
Paul Tudor Jones
Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.
The business and process of investing
No Grand Strategy: The Complete Financial History of Berkshire Hathaway
Systematic Serendipity and Grand Slams (The Power Law by Sebastian Mallaby
Studying Great Industrial Companies (Lessons from the Titans)
Money: One Hell of a Drug (Empire of Pain: The Secret History of the Sackler Dynasty)
The Philosopher's Trading Experiment: Peter Thiel and the Big Short That Never Was
Susquehanna & Jeff Yass: The six college friends who bet their way to billions (thread)
Barry Diller’s System of Discovery, Debate, and Development. Part I.
Barry Diller’s System of Discovery, Debate, and Development. Part II.
A Big Mac Fortune: How Den Fujita Brought Global Brands to Japan
Conversations and Q&A
Adam Mead, Author of The Complete Financial History of Berkshire Hathaway
Kai Wu of Sparkline Capital: Tackling Difficult Questions With Unstructured Data
William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers (transcript)
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
Conversation with Dominique Mielle, Author of Damsel in Distressed