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Prikvačeni tweet
The Playing Field: here's a post where I describe the five stages of investing mastery that I've observed over the course of meeting investment managers over the last decade:https://medium.com/@graham.duncan/the-playing-field-dfb9a1473f43 …
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When you find people whose eyes you trust, a fall will feel more like a skydivepic.twitter.com/QjzyFKgFMQ
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Love Clare Graves' idea of people as musical instruments where the range of notes they can play is based on the tensions they have learned to hold. I aspire to stay awake to hidden genius. Would I have noticed violinist Joshua Bell on the metro platform?https://bit.ly/1rlfq26
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"B. F. Skinner defined freedom as being under the control of appetitive stimuli as opposed to aversive stimuli—living in a toward mode rather than an away one." - Steven Hayes
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Great
@chetanp line: “our job as an early stage investor is to see the present very very clearly and not predict the future.” Like Gibson’s “the future is already here, it’s just not evenly distributed” Go@patrick_oshag on relentlessly seeking that unevenly distributed truthPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I just reread Eleven Rings, when you put
@bgurley podcast w/@patrick_oshag together w/ this one, their shared vibe reminds me of Phil Jackson’s description of Chicago Bulls circa 1995 w/ a mood of “innocent wonder” & the strong belief that “life is great”pic.twitter.com/ZTJYJeQ1SN
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Also thinking re: assessing high stakes hires - as Benchmark has to when they bring on a new equal partner - Benchmark team gains conviction by first being on a board w/ a prospect together. Shared board service is a high signal low cost way to get reps with a potential partner
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I see now why he’s a gravitational force - if I were starting an enterprise software co & I heard him speak, I would instinctively move heaven & earth to dial up his voice into my ear into the future - intuitively, you know that some of his energy & thinking may transfer to you
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Which people do you observe as unusually strong “attractors” / gravitational forces for other high quality, positive players in their field? Exhibit A: listen to
@chetanp - you can hear him smiling w/ delight & wonder as he talks about the nuance of enterprise softwarehttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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Graham Duncan proslijedio/la je Tweet
It’s hard to describe the impact of yesterday’s conference
@TheWrldAround created by@_Beatrice & sponsored by@dezeen@ArperOfficial@MandT_Bank@GrahamDuncanNYC w East Rock Capital & many morepic.twitter.com/QfBUylBexe
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I wonder if podcasts/airpods are up due in part to the
@michaelpollan observation in "How to Change Your Mind" that platitudes are truths drained of all emotion. A credible voice often dials the emotional fidelity back up, converting platitudes on a page into truth in the ears.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
One takeaway for me from
@tferriss Tribe of Mentors is that I now take the@PaulStamets Host Defense “comprehensive immunity” mushroom supplement whenever I’m starting to get sick. Knock on wood: I’m 9 and 0 on avoiding my kids’ & coworkers’ colds. Recommend trying it.pic.twitter.com/qs2OU1mF0T
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I think DFW would have been into this Benedictine monk’s 5 minute reframe of any given day - this day - as a gift, where the only appropriate response is gratefulness: https://youtu.be/3Zl9puhwiyw Truth & platitude, intertwined, which I see depends on the morning light.pic.twitter.com/grHGBYJKKM
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More tracker mindset/hope/pathways thinking:“Simons was upbeat [despite setbacks] he detected early signs of success for his computer system, sparking hope...“There are patterns in the market, I know we can find them”-
@GZuckerman new book on Jim Simons@BoydVarty@patrick_oshagPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
“My favorite phrase from a top tracker in Africa means “we will find it” & he will keep muttering it when he loses a track & struggles to find the next one” Amazingly consistent w/ Snyder frame of hope as the belief one can find many “pathways to a goal” https://pdfs.semanticscholar.org/69e1/62f9bb510e75d700ccd318daec69d8f8c2f0.pdf/ …https://twitter.com/patrick_oshag/status/1190324041372053512 …
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Graham Duncan proslijedio/la je Tweet
“To allocate decision space they used a basic formula: credibility = proven competence plus relationships plus integrity.” Letter to a friend who just made a lot of money https://buff.ly/36ddBLB via
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Teams who’ve worked with Waitzkin often adopt a habit of asking “what’s the MIQ” - the most important question - about a given investment or situation, a way he teaches of continually recalibrating to true north, he covers it briefly in this clip from a great
@tferriss interviewhttps://twitter.com/tferriss/status/1181665820977635330 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
George Saunders on his friend and writing mentor Tobias Wolff. May we all find friends who cause the windows in our mind to fly open.pic.twitter.com/XmIanRoUUW
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Graham Duncan proslijedio/la je Tweet
A letter to a friend who may start a new investment business. A must read for anyone in that position. Hell, read it if you are thinking of starting ANYTHING. by
@GrahamDuncanNYChttp://grahamduncan.blog/letter-to-a-friend-who-may-start-a-new-investment-platform/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
On my theme of everyone’s genius is right next to their dysfunction, some supporting evidence/poetry from Packer’s study of Richard Holbrooke h/t
@bencasnocha (note I added the random line breaks for fun)pic.twitter.com/HjKjtDB0Wt
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Love
@nikocanner observation that firms are always at risk of succumbing to the “default logic” of their asset class or industry. It’s why the best hedge fund mgrs are reluctant to hire people trained in other containers & who bring default logic w/ them - http://www.onhumanenterprise.com/internal-logic-business …pic.twitter.com/ieWX3xsODu
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