Masayohi Son's "Square Law" Masayohi son created these 25 laws in his 20s, and teaches it the internal SoftBank Academia " When hitting a wall or when things just don’t go well, looking back at this will surely reveal the “key to overcoming the current situation."

When we look at the best investors we tend to think they had a thesis that was rigidly followed which ultimately led to their successful outcome. But after studying some of these outliers, the common pattern I actually see are investors who get the initial thesis wrong but

Finally got around to listening to this. Incredible podcast. My favourite is how Pritzker always looks and studies the balance sheet to determine downside. Reminds me of Buffett's recent remark about how he studies balance sheets first

i spent the better part of a decade connecting the dots on $CSU.TO it's distilled into a one-pager, saving you the trip to Toronto. i go over > their "earned secrets" > why their imitators fail > how ML compounds people

I’ve worked in private equity, family offices and hedge funds. Analyst, PM, CIO. Seen a lot, learned a lot the hard way. I’ve seen what works, what I think hasn’t worked, what makes people last and get better, and also what gets them carried out. There’s a lot of garbage advice

Front page news in 1986: Rainwater leaving the Basses Turns out the Disney deal was the last deal the family did as one unit and Bob ended up leaving to start his own group in 1985. By the time Rainwater left, he was only managing money for Sid and Lee.

Know anyone age 18-40 with partial Italian or Cambodian ancestry? Please refer this to them! They could save the life of Kiri, the 3yo son of a friend of mine, by registering as a bone marrow donor in the next week. This is very time critical (link below). Share widely!

“You’re still an employee, even if you’re working for yourself.” Dennis Washington built an empire by keeping his word and never thinking he was smarter than everyone else.

Brand new Rainmakers podcast on the Chandler Brothers is out. Cannot wait to listen to it. If you love that podcast episode, I highly recommend reading our Deep Dive on the brothers and their investment strategy. They are the unknown trading GOATs. macro-ops.com/the-chandler-b…

So I started a newsletter. Link in bio. No, seriously.

If Rainmakers has a million fans, then I'm one of them If Rainmakers has one fan, then I'm THAT ONE If Rainmakers has no fans, that means I'm dead 10/10 research, 10/10 podcast One of my only listens

this was brilliant

Anther great episode!

10/10, no notes