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Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 24 of 47
Distilling high-signal intelligence into digestible insights.
Deep-DivesGlobalShowing 24 of 47
> "Money moves at the speed of trust." - John [[00:01:44](https://www.youtube.com/watch?v=zHvY9wzhjpA&t=1m44s)] > "Belief is like I believe you... trust is very different... I don't have faith in it, I don't trust it." - John [[00:02:38](https://www.youtube.com/watch?v=zHvY9wzhjpA&t=2m38s)] > "The more fearful somebody is and the more trust you can develop, the less desire they need." - John…
> "For four years I traveled all around the world and I went to every conference in the world I was going to 40 conferences a year... You go to a conference three times you actually know the language now you know people there... and I would call it before anyone else on the street before any hedge fund before anyone." - **Dylan Patel** [[00:04:56](https://www.youtube.com/watch?v=lHnxU9f-rwc&t=4m56s)] > "Jensen I…
"The file that you always needed was somewhere else and this made so much sense to me... large companies will move from file servers in their data centers or wherever in their buildings into files that now reside in the cloud A and they're willing to pay for it." - Mamoon Hamid [00:10:52]
"Technology has the ability to democratize access to…
"i think the software companies frankly got fat and happy they had this beautiful business model highly recurring low churn that allowed them to focus on raising prices and overselling seats right and all of a sudden you have this new technology in AI that... could sit on top of the enterprise software stack" - Dom Rizzo [00:00:00]
"compute…
"We don't make anything in our business we don't make glasses we don't cars... Our input to the process is not glass or metal It's information If the questions are better then the information you're going to be getting is better" - Erik Brooks [00:01:48]
"I wanted to build with Fadi a 12 seat three Michelin star omakase restaurant in the basement of the…
"today every GP has to focus on value creation because as you said uh you know cheap money is not available anymore multiple arbitrage is definitely much more complicated and companies need to manage or uh operate in a more volatile environment" - Riccardo Basile [00:00:00]
"it's better to drive one incremental point of growth than one incremental point…
"Pianos hit us in the back of the head. By definition, something that happened should be a surprise. I can guarantee you it's not going to be what we're worried about today." - Rob Sechan [00:16:26]
"I think this AI is like a Manhattan Project for being knocked into the next atmosphere, and you've got to stay in an athletic stance if you're a…
"The whole idea of the Copernican theory of selling: when I walk in the room, the whole world is you. I literally only exist in your mind." - John Kim [00:00:50]
"Persuasion is desire minus fear. So what people want minus how scared they are." - John Kim [00:10:24]
"There's a big difference between belief and trust... most…
"There was a time when you could say 'I'm just going to punt on tech and focus on industrials and consumer.' I think you have to be a tech person today. It's such a big and growing and compounding part of the economy." - Dan Loeb [00:00:00]
"Hold on to your seats because things are only going to accelerate from here." - **Dan Loeb (quoting Eric…
"For four years I traveled all around the world and I went to every conference in the world I was going to 40 conferences a year... You go to a conference three times you actually know the language now you know people there... and I would call it before anyone else on the street before any hedge fund before anyone." - Dylan Patel [00:04:56]
"Jensen I…
1. Executive Briefing (TL;DR)
"The Chinese are you know the 700 lb gorilla in our industry for EVs There's no real competition from Tesla GM or Ford with what we've seen from China" - Jim Farley [00:09:52]
"Everyone's going to have affordable EVs The question is if you sell an affordable EV in the US for $30,000 but it cost you 50 to make it you could say you have an affordable…
The Changing Landscape of Silicon Valley & AI [00:00:24]
1. Executive Briefing (TL;DR)
1. Executive Briefing (TL;DR)
"There's an adage at Harvard that the students that get A's become professors, those that get B's become judges and lawyers, and those that get C's go into business." - Michael Beckwith [00:00:41]
"I look at questions and companies with a lot of orthogonal perspectives... competitive advantage, management incentives, culture, corporate finance,…
"The best investment strategy I've seen in 40 years is buying the trophies when they're on sale I love buying best-in-class company stocks cuz what you're doing when you do that is you're buying their management teams to figure it out for you." - Tom Michaud [00:00:35]
"There's no chapter in a textbook that tells you what to do when that happens…
"The body likes these different languages to communicate between cells going from DNA to RNA to proteins... and peptides are one of these languages." - Dr. Abud Bakri [00:04:26]
"I think it gets all the hype for the MSK stuff, but I think the neurological, neuropsychiatric let's say, and then gastric effects are way more interesting when it comes…
"he said that risk was the variance of return and already Graham was saying variance of return has nothing to do with risk" - Robert Hagstrom [00:00:00]
"modern portfolio can't beat the market because it doesn't have the paramount objective of making money it has the paramount objective of giving you an emotionally comfortable ride" - **Robert…
"Complexity is our friend. And we lean in, in times like this. And the best deals tend to be made in non-benign conditions, if you like." - James Brocklebank [00:00:04]
"In a sense, we're almost moving to a landscape where we're working for the AI rather than the AI working for us." - James Brocklebank…
"The fabric underpinning what's really driven markets in some respects for the last 50 years is changing in real time. This will create enormous opportunities to invest." - Harvey Schwartz [00:06:12]
"The Straits of Hormuz is meant to be a red line that would never be crossed. It's been crossed. To actually now lower the dependency on that is going to require a…
This report was written to commemorate Michael Mauboussin’s 30-year anniversary on Wall Street (1986–2016). It outlines the massive structural shifts that occurred in the financial markets over those three decades and synthesizes the core principles of successful long-term investing into ten essential attributes of great fundamental investors. It concludes with a framework for how modern investment…
