My views on the market, tech, and everything else

Featured Individuals & Topics

alphabetical order |   B   C-F   G   H-L   M   P-R   S   T-Z   | or chronological order

Ackman, Bill – Pershing Square Capital Management

Altman, Sam – Y Combinator

Anderson, Steven – Baseline Ventures

Andreessen, Marc   –   Andreessen Horowitz

Ariely, Dan – Predictably Irrational

AT&T Breakup

Augustine Norman- Lockheed et. al.   

Barton, Rich – Expedia, Zillow, GlassDoor

Baruch, Bernard – Banker

Bass-o-Matic-  churn

Berkowitz, Bruce   –   Fairholme Funds

Bezos, Jeff   –   Amazon

Barksdale, Jim   –   Federal Express, McCaw Cellular, Netscape 

Bierce, Ambrose- Devil’s Dictionary 

Blank, SteveCustomer Development methodology’

Bloomberg, MichaelBloomberg

Bogle, John   –   Vanguard

Botha, Roelof – Sequoia Capital

Bourdain, Anthony – Kitchen Confidential etc. 

Breyer, Jim – Breyer Capital, Accel Partners

Brown, Alton – Good Eats

Brown, Josh – Ritholtz Wealth Management, The Reformed Broker

Buffett, Warren   –   Berkshire Hathaway     {Additional Buffett Quotations}

Burn Rate- 

Burry, Michael – Scion Capital

Business Models- 

Campbell, Bill – Intuit, Apple

Calacanis, Jason- Angel Investing

Carlson, BenA Wealth of Common Sense

Chanos, Jim – Kynikos Associates

Cialdini, Robert – Influence

Cooperman, Leon – Omega Advisors

Core Product Value-  

Crist, Steven – Daily Racing Form (Horseracing)

Cuban, Mark – Mavericks, Shark Tank

Customer Development-  

Dalio, Ray   –   Bridgewater Associates

Diggs, Robert Fitzgerald (RZA) – Wu Tang Clan

Dixon, Chris – Andreessen Horowitz

Dell, Michael- Dell 

Doerr, John – Kleiner Perkins Caufield & Byers

Doriot, George- ARD

Draper, Bill– Draper Richards

Druckenmiller, Stanley – Duquesne Capital

Dude, The

Einhorn, David – Greenlight Capital

Ellison, Larry – Oracle

Eveillard, Jean Marie – First Eagle Funds

Fenton, Peter – Benchmark Capital

Feynman, Richard – Physicist

Fisher, Phil   –   Fisher & Co.

Franklin, Benjamin – The First American

Gabelli, Mario – GAMCO Investors

Gates, Bill   –   Microsoft    {Additional Gates Quotations}

Gates, Bill, Sr.- Gates Foundation 

Gell-Mann, Murray – Physics, etc.

Goetz, Jim – Sequoia Capital

Graham, Benjamin   –   The Intelligent Investor, Security Analysis

Graham, Paul – Y Combinator

Grantham, Jeremy   –   GMO

Greenblatt, Joel – Gotham Capital, The Little Book That Still Beats The Market

Gross, Bill – PIMCO

Grove, Andy – Intel

Gundlach, Jeffrey – Doubleline Capital

Gurley, Bill   –   Benchmark Capital

Guy, Buddy- Legends Blues Club 

Hagar, Sammy- Rock Star

Hawkins, Mason   –   Southeastern Asset Management 

Hoffman, Reid   –   LinkedIn, Greylock Partners 

Horowitz, Ben – Andreessen Horowitz

Housel, Morgan – The Motley Fool

Icahn, Carl – Icahn Enterprises

Internet Bubble-  

Iovine, Jimmy- Beats


Jobs, Steve – Apple

Johnson, Pitch- Asset Management

Jones, Paul Tudor – Tudor Investment Corporation

Lake, Katrina- Stitch Fix

Lee, Jenny- GGV Capital

Keynes, John Maynard   –   The General Theory of Employment, Interest and Money

Kahneman, Daniel   –   2002 Nobel Prize in Economics

Khan, Irving – Kahn Brothers Group

Khosla, Vinod   –   Khosla Ventures, KPCB

Klarman, Seth   –   Baupost Group  and this one

Kleiner, Eugene – Kleiner Perkins

Knight, Phil – Nike

Ko, Ann Miura – Floodgate

Kopelman, Josh – First Round Capital

Lake, Katrina- StitchFix

Lamar, Kendrick- K-Dot

Lee, Jenny – GGV

Leone, Doug – Sequoia Capital

Levitan, Dan – Maveron

Livermore, Jesse   –   “Great Bear of Wall Street”

Livingston, Jessica – Y Combinator

Louis, CK- Comedy

Lynch, Peter   –   Fidelity Investments

Madoff, Bernard – Fraudster

Malone, John – Tele-Communications Inc., Liberty Media

Mandelbrot, Benoit 

Maples, Mike – Microsoft

Maples, Mike Jr.- Floodgate 

Marks, Howard   –   Oaktree Capital Management and this one too.

Marx, Groucho – Comedian

Mauboussin, Michael   –   Credit Suisse and this one

Mayer, Marissa – Yahoo

McCaw, Craig   –   McCaw Cellular, Eagle River

Meeker, Mary – Kleiner Perkins Caufield & Byers

Milken, Michael – Milken Family Foundation

Miller, Bill   –   Legg Mason Capital Management 

Milner, Yuri – DST Global, Mail.ru Group

Minimum Viable Product- 


Montier, James   –   GMO

Moritz, Michael   –   Sequoia Capital

MoviePass-  Premature Scaling

Munger, Charlie   –   Wesco, Berkshire    {Additional Munger Quotations}

Murphy, Tom – Cap Cities/ABC

Murray, Bill – Comedian

Musk, Elon- Tesla; SpaceX

Pabrai, Monish   –   Pabrai Investment Funds

Palihapitiya, Chamath – Social Capital


Porter, Michael   –   Harvard Business School

Product/Market Fit- 

Price, Michael   –   MFP Investing

Pricing Products and Services: 

Princess Bride- 

Quinn, Megan – Spark Capital 

Rabois, Keith – Khosla Ventures

Rachleff, Andy   –   Benchmark Capital, Stanford GSB, Wealthfront

Ravikant, Naval – AngelList

Ries, EricThe Lean Startup 

Ritholtz, Barry   –   Ritholtz Wealth Management

Robertson, Julian – Tiger Management

Rock, Arthur – Davis & Rock

Roizen, Heidi – Draper Fisher Jurvetson

Ruane, Bill   –   Sequoia Fund

Rza – Wu-Tang Clan

Sacca, Chris – Lowercase Capital

Sandberg, Sheryl – Facebook, Lean In


Schultz, Howard   –   Starbucks

Schloss, Walter   –   Graham-Newman Partnership

Seneca, Lucius Annaeus – “Seneca the Younger”

Simons, Jim   –   Renaissance Technologies

Simpson, Homer – The Simpsons

Simpson, Lou – SQ Advisors, Geico

Sinegal, James   –   Costco

Singleton, Henry – Teledyne

Smalls, Biggie – Notorious BIG

Soros, George   –   Soros Fund Management

Spier, Guy – Aquamarine Capital

Spotify – 

Startup L. Jackson – Twitter

Subscriptions (valuation)-   

Suster, Mark – Upfront Ventures

Taleb, Nassim   –   Flaneur, Black Swan, Fooled By Randomness, Antifragile

Tavel, Sara – Benchmark

Telecom Bubble: 

Tepper, David – Appaloosa Capital

Thaler, Richard – Economist

Thiel, Peter   –   PayPal, Founders Fund

Thompson, Ben – Stratechery 

Thorp, Ed – Beat the Dealer

Templeton, John   –   Templeton Growth Fund

Twain, Mark – American Icon

Valentine, Don – Sequoia Capital


Waffle House-  

Walk, Hunter- Homebrew

Wayne, Lil’ – Weezy

Whitman, Marty   –   Third Avenue Value Fund

West, Kanye – 

Wilson, Fred   –   Union Square Ventures

Winblad, Ann – Hummer Winbad Venture Partners

Writing a Book- 

Zell, Sam – Equity Group Investments

Zweig, Jason   –   WSJ

Featured Topics


A Dozen Things I’ve Learned about Great CEOs from “The Outsiders” (Written by William Thorndike)


A Dozen Things I’ve Learned About Marketing, Distribution and Sales

A Dozen Things I’ve Learned About Business

Customer Retention


Business Models

“Wholesale Transfer Pricing”

The “Free Parking” Business Model

Charlie Munger

How thinking like Charlie Munger may have saved my life

Charlie Munger on The Psychology of Human Misjudgment

Why does Charlie Munger not invest in high-technology businesses?

What are Charlie Munger’s views on giving back to society?

What does Charlie Munger mean when he says that something is a lollapalooza?

Will there ever be another Charlie Munger?

Charlie Munger AMA: How does Charlie Munger recommend dealing with adversity?

A Dozen Things I’ve Learned from Charlie Munger about Ethics

A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting

A Dozen Things I’ve Learned from Charlie Munger (Distilled to less than 500 Words)

Charlie Munger on the Importance of Worldly Wisdom and Consistently not being Stupid

Charlie Munger on Investment Concentration versus Diversification

Charlie Munger on Margin of Safety

Charlie Munger on Management with Talent and Integrity

Charlie Munger on “Circle of Competence”

Charlie Munger on Moats

Charlie Munger on Mistakes 

A Dozen Things I’ve Learned from Charlie Munger about Risk

A Dozen Things Charlie Munger has said about Reading

A Dozen Things I’ve Learned from Charlie Munger about Capital Allocation

A Dozen Things I’ve Learned from Charlie Munger About Benjamin Graham’s Value Investing System

A Dozen Things I’ve Learned from Charlie Munger about Mental Models and Worldly Wisdom


A Dozen Things I’ve learned about Investing

A Dozen Things I‘ve Learned About Technology Investing

A Dozen Things I’ve Learned from South Park About Investing

Asset Allocation for Muppets with a 401(k)

Muppets Ask Questions and Experts Answer

More than A Dozen Reasons Why Investing in Airlines Belongs in the Too Hard Pile

Investment vs. Speculation

Mauboussin and Investing

Why and how do Munger and Buffett “discount the future cash flows” at the 30-year U.S. Treasury Rate?

Psychology of Investing

A Dozen Things I’ve Learned About the Psychology of Investing




Value Investing

A Dozen Reasons why Berkshire’s Moat will Survive the Departure of Warren Buffett/Charlie Munger

“If you take away the skill that Buffett has Buffett has no skill” is a bullshit thesis.

Ben Graham’s Value Investing ≠ Fama/French’s Factor Investing

The Folly of Macroeconomic Forecasting and the Importance on Focusing on Valuation/Margin of Safety 

Venture Capital and Technology

A Dozen Things I’ve learned about Venture Capital 

The Best Venture Capitalists Harvest Optionality (Dealing with Risk, Uncertainty and Ignorance)

Two Powerful Mental Models: Network Effects and Critical Mass

The Fundamental Difference between Venture Capital and Value Investing

Angel Investing and Power Laws

The Matthew Effect and VC Performance

VC Devils Dictionary