1/9 Thread: The Next Buffett-Munger Duo
It's the Collison Brothers. @patrickc and @collision
While billions of net worth of Buffett-Munger duo elevates their status, their teachings of compounding resonate far beyond our portfolios.
It's the Collison Brothers. @patrickc and @collision
While billions of net worth of Buffett-Munger duo elevates their status, their teachings of compounding resonate far beyond our portfolios.
2/9 It is their infectious curiosity that reverberates through most of Berkshire shareholders.
Even if $BRK does not beat $SPY, the borrowed sense of insatiable curiosity serves us well in market, and in life.
Even if $BRK does not beat $SPY, the borrowed sense of insatiable curiosity serves us well in market, and in life.
3/9 As I was listening to John’s recent interview at @patrick_oshag’s podcast, I was reminded of the following Liddell Hart quote:
“There is no excuse for anyone who is not illiterate if he is less than three thousand years old in mind.”
“There is no excuse for anyone who is not illiterate if he is less than three thousand years old in mind.”
4/9 If you google Collison brothers’ age, John is 29. Patrick is 31.
Fact check: False.
If you listen to either of them, you realize they are both at least few hundred years old.
Fact check: False.
If you listen to either of them, you realize they are both at least few hundred years old.
5/9 From history of industrial conglomerates to the mundane world of Free Cash Flow to the intricacies of payments, John sounds much older than his apparent biological age.
If you have followed/heard Patrick, you know he is the same.
If you have followed/heard Patrick, you know he is the same.
6/9 They founded Stripe in their late teens. Despite starting such an early age and running a $35 Bn startup, they had somehow ample time to gobble all the wisdom along the way.
7/9 Unlike some other incredibly successful companies, Stripe is solving a problem that I believe is far less immune from political bickering which may allow these brothers enjoy a much wider adulation in the future, especially after Stripe goes public (sometime soon, please).
8/9 The Collison brothers are certainly way ahead of the $BRK duo at their current age.
But I have always believed it is the longevity that sets the $BRK duo apart from anyone else.
Longevity is inherently treacherous and a far more enduring game.
But I have always believed it is the longevity that sets the $BRK duo apart from anyone else.
Longevity is inherently treacherous and a far more enduring game.
9/9 So this isn’t a prediction, but an earnest hope that the Collison brothers kindle a new avenue for adulation once the Buffett-Munger duo calls it a day.
Best of luck, the Collison brothers!
Best of luck, the Collison brothers!
typo
*far more immune
*far more immune
