Sitemap - 2021 - The Art of Alchemy
Henry Ellenbogen’s Playbook for Durable Growth
The No-Nonsense DAO Q&A with Kash Dhanda
Transcript: Conversation with William Green: Mastering Your Mind
Sumner Redstone: Winning Above All Else.
Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.
Gratitude, Desire, and a Money Paradox
Kirk Kerkorian: The Lessons of Leverage (Part II)
Author Sebastian Mallaby on Understanding Legendary Investors
The Rise of Media-First Investors
The Nomad Partnership Letters (Nick Sleep, Zak Zakaria)
Workshop Note: A Weird Initiation
Conversation with Dominique Mielle, Author of Damsel in Distressed
Bill Miller: An Investor's Evolution (Part I)
Kirk Kerkorian: The Lessons of Leverage
Workshop Note: Inventing Yourself
David Geffen: Capitalizing on Talent
Interview with David Clarke, author of the unpublished Floyd Odlum biography
The Complex Case of Floyd Odlum
Mistakes were made (I did a dumb thing)
Have I Got Your Attention Now?
Marc Rich, Part II: Profits over Politics
Marc Rich, Part I: Riches in Regime Change
The Crash of 1987: Julian Robertson’s Test of Conviction
Bernard Arnault: Empire Builder
Business History with Gary Hoover
Workshop Note and Thinking about Desires
A Legacy Transformed: John Elkann’s Journey
Meshulam Riklis: The Dark Side of Graham & Dodd
George Soros's Layers of Conviction
How Craig McCaw Pioneered the Wireless Age
Barry Diller’s System of Discovery, Debate, and Development. Part II.
Barry Diller’s System, Part I: Diller’s Roots.
A Big Announcement: Going Pro.
Divorce, Denial, Dissonance Reduction
Weekly Note: Personal News, Reading, Podcasts, Some Sleuthing
The College Friends Who Bet Their Way to Billions
Emerging Manager Addendum & Stuff I Loved
Personal Note and Poll (+Weekly Learning)
Stalking Bubbles: Paul Tudor Jones, 1987-1990
Barry Diller's Beginner's Mind
Dangerous Distractions (Notes #19)
Thinking Big: Lawrence Stroll's Race to the Top
WSB & GameStop: The Market's 'OK Boomer' Moment (#17)
Boone Pickens: High Stakes Games in a Tough Industry (Part I)