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1/ New Project: Bookshelves!!

Explore the digitally cataloged (partial) bookshelves of greats like @pmarca @bgurley @futurejurvetson @wolfejosh @worrydream @warrenbuffett, Lu Li, @mjmauboussin, Munger, @profplum99

*Links coming
**May summarize

12mv2.com/bookshelves/
2/ 150+ books from @pmarca

Lots of Sci-fi

Lots of Hollywood

docs.google.com/spreadsheets/d…
3/ ~75 books from @bgurley

Lots of Value Investing

Lots of @sfiscience

Complexity #1

docs.google.com/spreadsheets/d…
4/ 50+ books from @FutureJurvetson

Lots of Sci-fi

Lots of @sfiscience

Lots of textbooks

5/ 200+ books from @wolfejosh

Lots of Value Investing

Lots of @sfiscience

Lots of Public Markets

Lots of Sci-fi

Spotted Moyer’s Distressed Debt Book – I actually TA’ed for him back in the day!

docs.google.com/spreadsheets/d…
6/ ~575 books from @worrydream

Lots of Everything

May be the most beautiful bookshelf I’ve ever seen

Fun seeing Patterson’s books – he was my Grad Advisor’s Doctoral Advisor

docs.google.com/spreadsheets/d…
7/ 100+ books from @warrenbuffett

Lots of Value Investing

Lots of Biographies

Lots of Omaha

docs.google.com/spreadsheets/d…
8/ ~140 books from Lu Li

Lots of Science

Lots of China

Lots of Value Investing

Lots of Western Civilization

docs.google.com/spreadsheets/d…
9/ 650+ books from @mjmauboussin

Lots of Value Investing

Lots of @sfiscience

Lots of Valuation

Lots of Psychology

docs.google.com/spreadsheets/d…
10/ ~50 books from Charlie Munger

Lots of History

Lots of Science

docs.google.com/spreadsheets/d…
11/ ~150 books from @profplum99 (+Fam)

Lots of History

Lots of Fiction

Lots of Classics

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Kevin G.
@kgao1412
1/ Letters #29/30: @palantirtech

Essays from @joe_philleo and @jtlonsdale on the founding and motivations of Palantir + @peterthiel

aletteraday.substack.com/p/letters-2930…
2/ Highlights from @joe_philleo’s answer to “Why did Peter Thiel and Joe Lonsdale found Palantir?”
3/ The Straussian Moment, calls for a reevaluation of the post-Enlightenment worldview on the grounds that mainstream Western philosophy fails to understand and provide a response to the increasingly powerful and dangerous individuals driven by non-economic concerns
Read 25 tweets
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Kevin G.
@kgao1412
1/ Letter #20: Fairchild Semiconductor (1957)

The Beginning of Silicon Valley

*Note: This is the Fairchild Semiconductor section of the Fairchild Camera & Instrument Shareholder Letter by John Carter and Sherman Fairchild

aletteraday.substack.com/p/letter-20-fa…
2/ Transistors, which are made from newly developed materials called semi-conductors, can be [substituted] for many types of vacuum tubes and, at their best, are more compact, more durable and require less electrical energy.
2a/ The public is most familiar with these remarkable electronic circuitry components through portable radios or hearing aids with a greatly extended battery life.
Read 16 tweets
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Kevin G.
@kgao1412
1/ Recently been on an @APompliano binge, and recently came across this article (from 2017!!) where he breaks down the genius of @stoolpresidente and shares why @barstoolsports will become the most powerful media org in the world.

Very relevant for today's media landscape.
2/ Barstool Sports is building the most valuable media company in the world

I say that in a sensationalist tone to grab attention, but there are real drivers behind the sentiment that make it possible. The relatively small team has built a large, hyper engaged audience
3/ The magic is driven by charismatic personalities, a cultural obsession with memes/humor, and a system level evolution in distribution platforms
Read 19 tweets

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