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1/ There are lots of quality companies, but few are what @nntaleb calls antifragile. Imagine a box. When shaken the contents are not only protected but grow stronger. Antifragile businesses
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1/ A thread on Sidecar Investing, or “free riding on the superior capability of others” -Richard Zeckhauser 2/ For passive shareholders, Sidecar Investing has been one of the only strategies
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1/ In the spirit of a remix, I have been meaning to put together a list of the big foundational ideas - the mental tools that have helped me make
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1/ Been reflecting on 10+ years on the buy side. A few observations.... 2/ Institutional investors spend as much time managing people/the team as they do money. Not surprisingly some
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