Pro-Entropy

I’m going to do less-writing for this post because I didn’t come up with these concepts, but intuit that this is something all of the great investors have been seeking, aka The Holy Grail.

Polymath + Frugal = Compounder

William Thorndike’s book is one of my favourite investing books of all time.

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Bezos Shareholder Letter (2020)

There is a lot of perceived and/or justified controversy with Amazon.

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Wants and Needs

“In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now.

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Margins, 2 Ways

“There are two ways to build a successful company.

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There are Only ‘X’ Ways…

Maybe the business world is deceivingly complex yet simple or maybe my cognitive load cannot bear more than a list greater than 2 or 3 in it, but either way, these legendary thinkers sure make it easy for us to remember what they said.

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3 Best Reads of this Week

“Real moats are built with real dollars, and Bezos has been relentless in pushing the company to continually invest in solving problems with real world costs, from delivery trucks to data centers and everything in-between.

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Near-Death Experiences

“What doesn’t kill you makes you stronger.”Friedrich Nietzsche “And if at first you don’t succeed,Dust yourself off and try again,You can dust it off and try again.”Try Again by Aaliyah featuring Timbaland Another useful mental model that I’ve put into my investing toolbox, is looking for products/businesses that have survived near-death experiences.

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