A fascinating interview with Cialdini from ‘The Knowledge Project’ podcast. I’ve tried to capture a few of the nuggets below. Full...

Great interview with Snowflake CEO, Frank Slootman from Invest Like the Best: here Slootman talks about ‘narrowing the focus’ reminds me...

A great interview with Morgan Housel on the Tim Ferris Show – here. Housel’s book the Psychology of Money was mentioned at a number of...

These guys are exceptional thinkers – their paper on ‘complexity investing’ – is a great piece. Power law systems: The most used word in...

Good morning, To help our investors and network hopefully gain a better understanding of what we are reading and listening to … in...

For the past 18 years, our team has been making the ~20-hour flight to Omaha Nebraska for the Berkshire Hathaway AGM. My colleague, Sam...

The Power of Network Effects and how they work This blog has been written based on the book “The Cold Start Problem” by Andrew Chen. It...

Good morning, In 2007, the consensus analyst forecast for Amazon's 2020 sales revenues ranged from $26 billion to $27 billion. In 2020,...

FOG … ‘Fact Obfuscating Generalisations’ … or as Ray Dalio (founder of Bridgewater – one of the world’s most successful hedge funds)...

“Pinch Pennies. Work Hard. Make Sacrifices. Reinvest in the business. And go for the long term” Cintas. What an incredible founder-led...

The insights from this blog have been drawn from the book Complexity by M. Mitchell Waldrop. This book outlines how a group of diverse...

If the words ‘I’ve missed it’ … are the most expensive words in investing … then the second most expensive words are ‘I’m waiting for the...

A recent conversation with a former ASX director provided the inspiration for this blog post – after we were given a rare, front-row view...

An investment in Salesforce.com at the 2004 IPO would have yielded a ~100x return ($1.1B market cap in 2004 to $242B today), this sort of...

With Facebook crossing $1 Trillion in market value this week, we thought it would be worth highlighting the striking difference in...

Kobrick has some interesting history at State street research capital fund generating great performance, however, most importantly he...