I was interviewed at @TEDTalks for 23 minutes and we discussed investing, philanthropy, DEI, free speech, the power of @X, higher ed and @Harvard. I hope you enjoy it.
ted.com/talks/bill_ackman_an…
I was interviewed at @TEDTalks for 23 minutes and we discussed investing, philanthropy, DEI, free speech, the power of @X, higher ed and @Harvard. I hope you enjoy it.
ted.com/talks/bill_ackman_an…
Top 40 companies generated cumulative ~40% of total lifetime shareholder wealth creation.
Top 10 companies generated cumulative ~20% of total lifetime shareholder wealth creation.
A small minority of companies / winners / multi-baggers will drive the majority of the returns.
AMA: Big Short Reminder by LW3
co-host by CryptoAllocators 数资配置者
1. What are the opportunities created from the regional banking crisis*?
2. Is this the moment where DeFi (post FTX) will really show its merits?
Breaking down Warren Buffett and Charlie Munger's differing views on the state of value investing.
Buffett: "What gives you opportunities is other people doing dumb things.”
Munger: "Get used to making less."