Graham Duncan

@GrahamDuncanNYC

Co-founder, East Rock Capital. Compulsively seeking new ways of seeing reality. ,

Vrijeme pridruživanja: siječanj 2018.

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  1. Prikvačeni tweet
    25. sij 2018.

    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:

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  2. prije 21 sat

    When you find people whose eyes you trust, a fall will feel more like a skydive

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  3. 1. velj

    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?

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  4. 31. sij

    "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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  5. 29. sij

    Great 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 on relentlessly seeking that unevenly distributed truth

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  6. 29. sij

    I just reread Eleven Rings, when you put podcast w/ 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”

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  7. 29. sij

    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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  8. 29. sij

    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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  9. 29. sij

    Which people do you observe as unusually strong “attractors” / gravitational forces for other high quality, positive players in their field? Exhibit A: listen to - you can hear him smiling w/ delight & wonder as he talks about the nuance of enterprise software

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  10. proslijedio/la je Tweet
    26. sij

    It’s hard to describe the impact of yesterday’s conference created by & sponsored by w East Rock Capital & many more

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  11. 16. pro 2019.

    I wonder if podcasts/airpods are up due in part to the 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.

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  12. 15. pro 2019.

    One takeaway for me from Tribe of Mentors is that I now take the 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.

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  13. 29. stu 2019.

    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: Truth & platitude, intertwined, which I see depends on the morning light.

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  14. 5. stu 2019.

    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”- new book on Jim Simons

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  15. 4. stu 2019.

    “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”

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  16. 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 via

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  17. 8. lis 2019.

    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 interview

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  18. 5. lis 2019.

    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.

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  19. 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

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  20. 1. lis 2019.

    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 (note I added the random line breaks for fun)

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  21. 8. ruj 2019.

    Love 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 -

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