Early in my career, Stan Druckenmiller told me that the best way to understand an industry is to look at every company in it. I’ve found that this (mostly) works for people too. To understand people, read everything they’ve published, and listen to every talk they’ve given. It’s

RT @blueprintsmb22: Idea Generation / Weekly Process for Analysts (pods only). This advice is for analysts in the pod model covering 30/40….

RT @Speedwell_LLC: $META history in one chart

RT @noampomsky: “People who are direct are generally in touch with themselves and their desires. People who are habitually indirect usually….

RT @Speedwell_LLC: We know the importance of adopting new technology,. But the critical factor is to 𝙛𝙪𝙡𝙡𝙮 𝙘𝙤𝙢𝙢𝙞𝙩 to it. $CPRT didn’t just….

RT @charlesmiller_7: Be smart. Look stupid.

RT @Speedwell_LLC: As $AXON develops and expands its product portfolio, per officer spend increases. A few years ago the maximum an agenc….

The Internet is the (a?) Matrix.

RT @kevin2kelly: Pay attention to who you are around when you feel your best. Be with them more often. For more advice see my book Excelle….

Michael Mauboussin on Common Behavioral Biases in Investing and AI-Aided Countermeasures. h/t @AInvestor_

RT @alexisohanian: Compounding isn’t just for capital. It’s for reputation, relationships, and craft. Play long games.

RT @jacksondahl: 25 Lessons from 25 Episodes of @DialecticPod . While some of this is specific to hosting a conversational interview podcas….

I've been thinking about this a lot recently.

The obvious isn't always obvious.

RT @Speedwell_LLC: The privilege of being a long-term investor. “An investor is in a privileged position for two reasons: 1) they do not ha….

RT @ByrneHobart: While reading about something else, I found the first US Steel annual report, from 1902. They report something that looks….

John Gardner on the creative society

RT @cpaik: Cursor's Problem.

RT @jamescham: Everyone from @tylercowen to @benthompson has been impressed with @danwwang’s new book on China, Breakneck. But not enough s….

RT @rainmakerspod: Rainmakers is back with a deep dive on Carlos Slim. We break down how he became one of the world's richest men while st….

RT @danielhavir: DINOv3 crushing global and dense vision benchmarks. Self-supervision in CV showing no signs of slowing down. https://t.co/….