The Master of 'Influence' - Rob Cialdini - The Knowledge Project
A fascinating interview with Cialdini from ‘The Knowledge Project’ podcast. I’ve tried to capture a few of the nuggets below. Full...
top of page
Search
Lachlan Morgan
Aug 9, 20222 min read
Frank Slootman (CEO, Snowflake) - ILTB - the highlander gains strength when he kills another
Great interview with Snowflake CEO, Frank Slootman from Invest Like the Best: here Slootman talks about ‘narrowing the focus’ reminds me...
Lachlan Morgan
Jul 25, 20222 min read
Morgan Housel - Tim Ferris - ‘Every successful business is a loosely functioning disaster’
A great interview with Morgan Housel on the Tim Ferris Show – here. Housel’s book the Psychology of Money was mentioned at a number of...
Lachlan Morgan
Jul 7, 20223 min read
Brinton Johns & Jon Bathgate (NZS Capital) - acquired - 'expensive valuations force predictions'
These guys are exceptional thinkers – their paper on ‘complexity investing’ – is a great piece. Power law systems: The most used word in...
Lachlan Morgan
Jun 21, 20222 min read
Sanjay Ayer on the Business Brew
Good morning, To help our investors and network hopefully gain a better understanding of what we are reading and listening to … in...
Lachlan Morgan
Jun 2, 20224 min read
Investing - The people business & the founder that made a fortune betting in the opposite direction
For the past 18 years, our team has been making the ~20-hour flight to Omaha Nebraska for the Berkshire Hathaway AGM. My colleague, Sam...
Shaun Trewin
Apr 26, 202210 min read
The power of network effects and how they work
The Power of Network Effects and how they work This blog has been written based on the book “The Cold Start Problem” by Andrew Chen. It...
Lachlan Morgan
Apr 7, 20226 min read
The everything store - The pessimists sounded smart ... while the optimists made the money
Good morning, In 2007, the consensus analyst forecast for Amazon's 2020 sales revenues ranged from $26 billion to $27 billion. In 2020,...
Lachlan Morgan
Nov 24, 20213 min read
Watching out of FOG
FOG … ‘Fact Obfuscating Generalisations’ … or as Ray Dalio (founder of Bridgewater – one of the world’s most successful hedge funds)...
Shaun Trewin
Nov 16, 20218 min read
Rags to Riches – The story of the humble uniforms and laundry 400 bagger!
“Pinch Pennies. Work Hard. Make Sacrifices. Reinvest in the business. And go for the long term” Cintas. What an incredible founder-led...
Shaun Trewin
Sep 30, 202111 min read
The power of Increasing Returns, Lock in and Learning Systems
The insights from this blog have been drawn from the book Complexity by M. Mitchell Waldrop. This book outlines how a group of diverse...
Lachlan Morgan
Sep 15, 20211 min read
The second most expensive words in investing ...
If the words ‘I’ve missed it’ … are the most expensive words in investing … then the second most expensive words are ‘I’m waiting for the...
Lachlan Morgan
Sep 7, 20214 min read
The 'awful' track record of box tickers
A recent conversation with a former ASX director provided the inspiration for this blog post – after we were given a rare, front-row view...
Shaun Trewin
Aug 11, 20216 min read
The Salesforce Playbook & yet another founder paid a $1 salary!
An investment in Salesforce.com at the 2004 IPO would have yielded a ~100x return ($1.1B market cap in 2004 to $242B today), this sort of...
Lachlan Morgan
Jul 1, 20212 min read
The incentives driving Facebook's CEO v Commonwealth Bank's CEO
With Facebook crossing $1 Trillion in market value this week, we thought it would be worth highlighting the striking difference in...
Shaun Trewin
Jun 23, 202112 min read
Peter Lynch said Fred Kobrick was one of the best stock pickers he has ever met… ever heard of him?
Kobrick has some interesting history at State street research capital fund generating great performance, however, most importantly he...
Subscribe to our blog
bottom of page