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MRM
Enter Space
Graph
Highlights 2
Overheard
Bookshelf
Gallery
Wall
MRM
Enter Space
Graph
Highlights 2
Overheard
Bookshelf
Gallery
Wall
Enter Space
Graph
Highlights 2
Overheard
Bookshelf
Gallery
Wall

Highlights:

Selected highlights from my Roam Research graph. No particular order. Books, Blogs, Audio.

Something of Value: Howard Marks

  • The Winds of Change

  • Selling Out

Stan Druckenmiller

  • Sohn 22: John Collison in conversation with Stanley Druckenmiller

Peter Chernin- Betting on Passion: Invest Like the Best

Frameworks: Chris Paik

Moore’s Law for Everything: Sam Altman

Other People’s Money: Marc Rubinstein

In Conversation with Gregg Lemkau: FT Forums

LionTree Podcast with John Malone

  • LionTree 2021 Year End Letter: Aryeh Bourkoff

The Economics of Customer Businesses: Michael Mauboussin

Sohn 21: John Collison in conversation with Dan Sundheim

Cash-Kingmaker or Killer?: Kyle Harrison

Jim Chanos: Odd Lots

John Zito- Credit Markets, Interest Rates & Market Sentiment: Prof G Pod

Investing in Paradigm Shifts w/ Andrew Sugrue: Invest Like the Best

Boxes, trucks, bikes: Ben Evans

Food Fight

Minsky Moments in Venture Capital: Abraham Thomas

Influencers with Andy Server: Todd Boehly