Uncover serial good decision-makers by watching how PMs trade—not just monthly snapshots.
Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides
The returns you see are the markets that survived — the losers were quietly erased
The Golden Age of Returns is Over · Mike Staunton & Paul Marsh
A 1% annual fee doesn't cost 1% — it costs a quarter of your final pot.
Do We Need To Change Our Minds About Index Funds? · Tim Harford
Overwhelm competition by stuffing portfolio companies with 3-4x more capital than asked
Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber
The technology can win even as the stocks lose.
This Is How You Build Wealth · Richard Coffin (The Plain Bagel)
Bypass asset bias by evaluating risk-return in isolation, then size based on portfolio math—never zero
Why Bitcoin Will Eat the Biggest Market on Earth — Robin Seyr · Robin Seyr
Score and rank stocks on objective momentum signals to find the highest-conviction trend entries
All Time Highs Built On A Compute Shortage — Jordi Visser · Jordi Visser
Find outstanding growth stocks by investigating what competitors, customers, and suppliers really think
Common Stocks and Uncommon Profits · Philip A. Fisher
Scale by maximizing output per unit of time invested across all business functions
The Man That Makes Millionaires - Turn 100 to 10k With This Step By Step Formula · Alex Hormozi
If each new user makes the product more valuable for all users, you win
Bill Gurley — All Things Business and Investing · Bill Gurley
Choose low-cost index funds
I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works. · Ramit Sethi
Portfolio Evaluation
Competitive Strategy · Michael E. Porter
Evaluate business units based on growth and market share
Competitive Strategy · Michael E. Porter
Analyze business portfolios
Competitive Strategy · Michael E. Porter
Choose your customers strategically to improve margins and competitive position
Competitive Strategy: Techniques for Analyzing Industries and Competitors · Michael E. Porter
Balance your innovation portfolio across four quadrants of risk and reward
Change by Design · Tim Brown
Evaluate investment structure
No. 1 Forensic Accountant: The Coming AI Collapse | Anthony Scilipoti · The Knowledge Project Podcast
Measure scientific novelty by tracking the 'age' of ideas in published papers over time.
Improving Science & Restoring Trust in Public Health | Dr. Jay Bhattacharya · Andrew Huberman
Owning something instantly inflates its value far beyond what you would pay to acquire it
Predictably Irrational · Dan Ariely
Detect fragility through nonlinearity -- harm accelerates, benefit saturates
Antifragile: Things That Gain from Disorder · Nassim Nicholas Taleb