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Tren Griffin
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1/ I flashed back to 1994 when I heard Elon Musk say recently: "If you need encouraging words, don't do a startup." I was in that situation in 1994 and
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1/ Did Charlie Munger say this? "Can you recall when a promoter bought a stock that was more than 100% shorted and was able to convince many people who didn’t
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1/ "Value at Risk (VAR) is one of the dumbest ideas ever put forward." Charlie Munger"Life in financial markets has no relation to standard deviation." Warren BuffettHedge funds "love them
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1/ I've been though several periods when stocks rose very quickly and then "repriced down" very quickly. I didn't read about these periods in a book or papers. The best
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1/ The new Howard Marks memo contains this reference: http://mastersinvest.com/newblog/2020/11/11/learning-from-the-santa-fe-institute"Applying the mental model of ‘mean reversion’ for a ‘fade-defying’ business model will lead
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1/ Charlie Munger: “We have the same problem as everyone else: It's very hard to predict the future...”"It's highly likely that the people who confidently think they know the consequences
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1/ How green is your mobile? "Network opex tends to account for around 25% of a mobile operator cost base, or 10% of revenue. Over 90% of network costs are
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Someone asked me to identify my biggest mistakes as their Christmas present. They were mistakes of omission (i.e., what I didn't do) and relate to experiences I could have had.
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1/ The benefits of writing down your ideas is one of the topics I discussed with Patrick OShaughnessy's father in our recent Infinite Loops conversation. I also argued putting your
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1/ Bill Campbell (Coach) was the only person I needed a separate category for when I wrote my last book A Dozen Lessons for Entrepreneurs. You can read the into
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1/ I said in my recent Infinite Loops podcast that I Iove telling stories and this is one: "You've got to show strength" was Milken's first comment. "How much you
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1/ Peter Bevelin, who has written books like “Seeking Wisdom: From Darwin to Munger,” provided me with a rough transcript of the Charlie Munger talk from yesterday. I did some
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