On handling tough markets - from Nick Sleep's Q4 2008 letter:

I'm excited about this one. Overlook has been a big contributor to returns for several major endowments over the past 20+ years. amazon.com/Model-Years-In…

Great interview with one of the best VCs in China. This was also a really interesting anecdote from "The Power Law" Ted Seides ye

Trying to get Zak to explain random forests to a class of first graders

Some very exciting news: Positive Sum has invested $20M in Tegus by AlphaSense This is one of the most impressive teams I’ve ever encountered Their pace of building and customer focus is remarkable I hope to be involved for decades Here’s a post on our investment: positivesumvc.com/our-investment…

Rare interview with a great investor - Pulak Prasad from Nalanda Capital 7investing.com/articles/what-…

Invest for Charlotte is back on Nov 9th! Last year, we raised over $100 K for charities focused on kids and families in the Charlotte area. We have another great group of speakers and only a handful of tickets left - to join, click here: lnkd.in/gtRitwqR

$SMCI biggest winner is Disciplined Growth Investors. #'s below are based on 9/30 disclosures, but their Small Cap Growth Fund still had a 15.6% position at year-end. They've owned the stock since 2012 with an estimated $2.1 billion in profit since.

I enjoyed this from Robert Vinall - an especially great listen on Memorial Day Weekend! rvcapital.ch/podcast/episod…

One endowment CIO recently shared that SpaceX has grown into a 5% position for the school. Lots of other stories like this in the E&F space given the early involvement of firms like Founders Fund, Vy, Valor, Gigafund, and more recently Sequoia, A16Z, and others

Chris Hohn doesn't talk often. One of the best ever 👇

Sohn 2025 videos are available at the link below Sohn Conference Foundation youtube.com/@sohnfoundatio…