#367 Inside the Contrarian Mind of Sam Zell
What I learned from reading Money Talks, Bullsh*t Walks: Inside the Contrarian Mind of Billionaire Mogul Sam Zell by Ben Johnson. ---- Ramp gives you everything you need to control spend, watch your c...
8 Okt 202450min
#366 Mr. Beast Leaked Memo
What I learned from reading How To Succeed in Mr. Beast Production and how ideas from Sam Zell, Charlie Munger, Nick Sleep, Warren Buffett, Sam Zemurray, Bob Kierlin, Steve Jobs, Li Lu, Edwin Land, La...
27 Sep 202444min
#365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners
The best investors are not investors at all. They're entrepreneurs who have never sold. — Nick Sleep Nick Sleep’s letters are a masterclass on the importance of understanding the underlying reality of...
16 Sep 202455min
#364 Nick & Zak's Excellent Adventure: How Nick Sleep and Qais Zaharia Built Their Investment Partnership
How Nick Sleep and Qais Zakaria built their radically unconventional investment partnership. From the incredible book Richer, Wiser, Happier: How The World's Greatest Investors Win In Markets and Life...
10 Sep 202444min
#363 Li Lu and Charlie Munger and Warren Buffett
I sent a friend this text: I'm working on another Li Lu episode but this one is about his remarkable investing career. Can be summarized by: 1. Studied Buffett and Munger. 2. Did that. Last episode wa...
6 Sep 20241h 24min
#362 Li Lu
Charlie Munger said that Li Lu was the only outsider he ever trusted with his money. Decades before Li Lu made Munger half a billion dollars, Li survived one of the most horrific childhoods imaginabl...
26 Aug 202437min
#361 Estée Lauder
Warren Buffett and Charlie Munger said it was a crime that more business schools didn't study Henry Singleton. I think it's a crime that more entrepreneurs don't study Estée Lauder. She is one of the ...
18 Aug 202458min
#360 Robert Kierlin: Founder of Fastenal
Since its founding in 1967 Fastenal has grown from a small fastener store in Winona, Minnesota, into a multibillion-dollar global organization. How did a small town “nuts and bolts” shop become one of...
12 Aug 202456min
