Polymath + Frugal = Compounder William Thorndike’s book is one of my favourite investing books of all time.
Li Lu’s Talk at Colombia Business School (2020) Recently Li Lu gave a talk at Colombia Business School hosted by Professor Bruce Greenwald. Continue Reading →
Compounders One of my favourite podcast episodes is from the Focus Compounding where Geoff Gannon and Andrew Kuhn talk about compounders. Continue Reading →
Opinion: On the Nature of Long-Term Holds In this week’s issue of Circle of Competence (#142) (highly recommended), one of the shared reads was a white-paper from the Yale School of Management, On the Nature of Long-Term Holds [of business investments]. Continue Reading →
3 Best Reads of this Week “Fragile and antifragile can effectively be used as synonyms for non-ergodic and ergodic. Continue Reading →
