Table of Contents

A collection of key writings.

Series: seeing Buffett clearly

The Reading Obsession

“His wealth was built on the balance of compounding wisdom and relationships. In fact, the two reinforced each other.”

The Next Warren Buffett

“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

George Soros

• Short of the British Pound: Soros’s Layers of Conviction

• George Soros: A Life In Full

• What George Soros Can Teach Us About EV Stocks

David Tepper

• David Tepper: The King of Bouncing Back

• What I Learned From David Tepper

Stanley Druckenmiller

• 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

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

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

Julian Robertson

• The Tiger That Was a Wolf: Lessons From Julian Robertson

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

Paul Tudor Jones

• Paul Tudor Jones: Stalking Bubbles

Bill Miller

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

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

The business and process of investing

• Attempting the Impossible

• The Market Has No Memory. Should We?

• JAB and the Family Office Conundrum

• Does Wall Street Need New Storytelling?

• Minds of the Market

• The Evolution of Endowment Investing

Investment Library

• Nomad Investment Partnership (Nick Sleep, Zak Zakaria)

• Studying Predators

• 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)

Other Profiles

• Inside the Mind of Young Seth Klarman (1991 Interview)

• The Philosopher's Trading Experiment: Peter Thiel and the Big Short That Never Was

• Charlie Bluhdorn: The Conglomerate Boom's Tragic Hero

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

• 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

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

• Meshulam Riklis

Conversations and Q&A

• Sebastian Mallaby on Understanding Legendary Investors

• Sebastian Mallaby and the Machine for Manufacturing Courage

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

• Adam Mead, Author of The Complete Financial History of Berkshire Hathaway

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

• Mary Childs and The Bond King

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

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

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

• Business History with Gary Hoover

• 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

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

• The Beauty of Vulnerability

• Divorce, Denial, Dissonance Reduction

• Gratitude, Desire, and a Money Paradox

• On Ambition

• The New Year’s Conundrum

• The Scarcity Struggle

• Mistakes Were Made (I did a dumb thing)

• The Clean Slate (Mindful De-Cluttering)

• Zooming in on History

• Betting on Change

• Going Pro: A Recap of 2021

• Going Pro

---