GLP @ Bloomhaven Capital
@glpone1
Playing Long-Term games of Wealth/Health/Relationships with Long-Term people.
don't fret, behind the most unique, out of this world, how did they ever become this way person, there is a couple of books or other people that they are ripping 90% of it from. the most extreme and unique are actually just 5% tweaks from a source that's unknown to you
This is Les Schwab. One of Charlie Munger's favorite founders. Les's autobiography was one of Charlie Munger's favorite books. If you read Les's book you'd love him too. A few lines from his autobiography that gives you a sense of the man: 1. I did write this book 100% with…
I've found myself only reading books and taking business advice from people who look like this.
Postcard - Day 2 Miami Was great to catch up with Victor Mendelson and Carlos Macau Jr of Heico. It’s obvious what attracted Berkshire to the business. Walking the floor with Victor & Carlos gave you a real appreciation of a culture of family. $5.5m of stock effectively gifted…
Danaher is one of the most legendary compounding machines. 21% CAGR for 40 years. Mitch Rales just broke it all down on @artofinvest. Here are the key insights 👇🧵
Attended a brilliant talk by @RyanHoliday in London that has resonated with me for weeks after. He spoke about the key stoic virtues of Courage,Discipline,Judgement and Wisdom. But he reminded us they are guiding stars. We never get there but it is the act of striving to improve
Its the simple obvious things that give us the uncommon returns: Eat less than you burn. Save more than you spend. Do more than you say. Give more than you take. Wait more than you hurry. Accept more than you worry. Praise more than you criticize. Easy to say hard to do.
School, politics, sports, and games train us to compete against others. True rewards - wealth, knowledge, love, fitness, and equanimity - come from ignoring others and improving ourselves. @naval
"Mastery is the best goal because the rich can’t buy it, the impatient can’t rush it, the privileged can’t inherit it, and nobody can steal it. You can only earn it through hard work. Mastery is the ultimate status." @sivers
"Karma is just you, repeating your patterns, virtues, and flaws until you finally get what you deserve." @naval
I believe that life exists to be enjoyed and that the most important thing is to feel good about yourself. Each person will have his or her own vehicles for both, and those vehicles will change over time. For some, the answer will be working with orphans, and for others, it…
1/ Real Life 100 Baggers: To win at investing, you either have to do something others aren't able to do, or something others aren’t willing to do. In today’s fast paced world, investors find it hard to be patient. Patience therefore, may just be an investor’s greatest edge.
Actions>Words Sheep don’t bring their owners grass to prove to them how much they’ve eaten, they digest it inwardly and outwardly bring forth milk and wool. So don’t make a show of your philosophical learning to the uninitiated, show them by your actions what you have absorbed
Basically every action is an iteration that can be refined over time.
“If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money.” — Ray Dalio
People should know your essence through your actions. It’s far more important what you do, than what you say.
You cannot over learn. If you are ever in doubt of what to do, go and learn more.