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...
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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 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 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...
Lachlan Morgan
Jun 4, 20213 min read
A classic: One Up on Wall Street
One of the most respected investors of all time is Fidelity’s, Peter Lynch. Lynch earned his reputation as one of the world’s best money...
Shaun Trewin
May 21, 20216 min read
A Masterclass from Jeff Bezos – The Relentless Amazon
The insights of this blog are drawn from: The collective writings of Jeff Bezos – invent and wander. Reading all of Jeff Bezos’...
Lachlan Morgan
May 4, 20212 min read
Learnings from the 2021 Berkshire AGM: "What you prattle out, you pound in" ... "Economy is red-hot"
The 2021 Berkshire AGM was again streamed live via Yahoo Finance, it was the second year in a row we were unable to attend in person. As...
Lachlan Morgan
Apr 20, 20214 min read
The '7 Powers' of business success - from one of NetFlix's early investors.
I recently read the Hamilton Hemler’s ‘7 Powers’ it is a book that has been recommended to me by a number of investors and rightfully so!...
Shaun Trewin
Apr 13, 20215 min read
Square
The insights from this blog have been drawn from the Book The Innovation Stack by Jim McKelvey Co-Founder of Square. Recently we read...
Shaun Trewin
Mar 2, 20212 min read
An Example of a Quality Compounder – Family owned and operated – Netwealth
The attached AFR article below is an example of the culture behind a quality compounder. Netwealth is 50%+ owned by the family that...
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