Solomeo: The Hamlet of Harmony
Sharing thoughts and experiences of visiting the heart and soul of Brunello Cucinelli.
The Pursuit of Compounding
I write about interesting companies and anything else that comes up on my investment journey.
Dormant Last read · last published · next check
Read 1 day ago and current, but nothing has been published for 22 months.
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Idun: A Promising Contender For The Olympus of Serial Acquirers?
A not so brief story on the smallest serial acquirer I discovered so far.
The Lessons of History: Meditations
My reflections and notes after reading Will & Ariel Durant's compilation of 5,000 years of history.
The Olympus of Serial Acquirers
Ideas and personal reflections from listening to Redeye's Serial Acquirer Conference.
Guy Spier: Reflections on his 2023 Partner Letter
My thoughts and notes from reading the 23' Annual Letter to Investors of Guy Spier's Aquamarine Fund.
Rick Rubin: Learnings & Thoughts from "The Creative Act"
A compilation of thoughts and ideas of Rick Rubin's manifesto on creation that resonated with an investor's mind.