What resources would you recommend to someone looking to become a clearer, more concise writer? (Books, podcasts, blogs, YouTube videos, etc).

Be wary of macro predictions. Analyst: "Do you think the US is going to have a recession this year...? Jamie Dimon: "I can't forecast the future any more than anyone else. ...the Fed forecasted and everyone forecasted, and everyone's wrong all the time. I think it's a mistake."

Can anyone recommend a person I should talk to who has a deep understanding of the cross-border transfer industry? My DMs are open.

Not an easy read, but an incredibly important mental model: cooperative-individualism.org/hayek-friedric… TLDR: We often apply scientific cause-and-effect style explanations to situations where these tools cannot possibly work. This can lead to disastrous outcomes.

Epic thread. Even for bank neophytes, like me

Jamie Dimon: "...stress testing based on the scenario devised by the Federal Reserve Board (the Fed) never incorporated interest rates at higher levels. ...this wasn’t the finest hour for many players." (Source: 2022 JPM shareholder letter)

Windancer is excited to announce the winners of our inaugural “It Only Takes One” Stock Competition. We thoroughly reviewed all submissions and selected four for the “live” round. After a lively afternoon of conversations with each of the finalists, we selected Andrew Rosenblum

I thought this was very good.

What other companies have thoughtful compensation structures for non-founder members of the executive team? E.g. requiring significant direct ownership of stock held for the long term / not just granted options? A few examples that come to mind: Constellation Software, Watsco.

“The truth is I’m really in pursuit of greatness. I know people don’t talk like that but I want to be one of the greats. I'm inspired by the greats. I want to be up there." - Timothée Chalamet

"Thing is, when stupid ideas work, they become genius ideas." -Andy Weir (Project Hail Mary)

Phil Fisher at 80 years old: "...I have produced better results in the last five years than in any other five-year period. The refinement that comes from contemplating your own mistakes and improving yourself has continued."

Credit Acceptance's 2024 annual report could be one of the best I've ever read. It not only offers a clear explanation of what they do and why they do it but also shares candid reflections on what didn't go right. Which other companies write outstanding annual reports?

Aside from companies that don't hold quarterly earnings calls / issue guidance, what are some other "tells" of a long-term mindset by management?