Lots of food for thought in this excellent essay
“Some companies have a soul, and others are
just going through the motions.”
“Some companies have a soul, and others are
just going through the motions.”
https://twitter.com/joshtarasoff/status/1410667072988880899?s=03
"The necessity to be continuously on the verge of some great new idea sows an endemic hurriedness that can be seen on people’s faces and heard in their voices.
This struck me as unhealthy for decision making (and perhaps even unhealthy, period)."
This struck me as unhealthy for decision making (and perhaps even unhealthy, period)."
"I think of highest quality companies as a class of their own: the 99th percentile is not 10% better than the 90th percentile but 10x better. Linear thinking and analysis—though important in building a full understanding—are insufficient for revealing superlative quality."
"I believe that alternative asset managers have outstanding potential, based on the overwhelming logic of being the most efficient mechanisms to match those who have capital in need of returns with those who need capital to accomplish business objectives."
"One kind of investment situation I’m fond of is when a company’s best decade won’t even begin for 5 years
or more: the endgame is clear, but there is an immediate murkiness as the pieces fall into place."
or more: the endgame is clear, but there is an immediate murkiness as the pieces fall into place."
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