Undiscovered Compounders
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Why Smart Investors Should Scare You More Than Bad Ones
The story of a 4x I'm glad I missed.
Apr 21
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Undiscovered Compounders
27
9
2
99 Years of Wisdom Condensed Into 40 Mental Models II
Charlie Munger's 40 Mental Models — Part II
Apr 7
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46
2
11
The Photo That Built the Greatest Fortune in History
The blueprint was buried in 38 private letters.
Mar 26
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52
5
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7 Counterintuitive Investing Lessons Backed by Data
Not eternal wisdom clichés. Promise.
Mar 20
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42
7
15
The Branch Fallacy: A Repeatable Way to Beat Wall Street
When branches snap, roots get mispriced.
Mar 5
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32
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10
$1 ≠ $1
Even Buffett falls for it.
Feb 28
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34
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7
To See Farther, Let’s Stand on the Shoulders of Giants
Part 3 of My Series: 50 Mental Models to Think Like a High-Level Generalist
Feb 23
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21
3
The Worst Place to Look for Alpha
You don't have to pick Dwayne Johnson for an arm-wrestling match.
Feb 18
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41
7
10
50 Mental Models to Think Like a High-Level Generalist - PART 2
50 disciplines. 50 big ideas. 50 mental models. 10 posts. #2
Feb 15
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14
4
8
Simplify and Conquer
15% per year for 30 years in 5 minutes.
Feb 12
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Undiscovered Compounders
12
5
6
50 Mental Models to Think Like a High-Level Generalist
50 disciplines. 50 big ideas. 50 mental models. 10 posts.
Feb 7
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Undiscovered Compounders
51
14
12
99 Years of Wisdom Condensed Into 40 Mental Models
Charlie Munger's 40 Mental Models — Part I
Jan 20
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66
15
13
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