What is important, knowable, and overlooked by most investors?
Y Combinator president Sam Altman said:
Learning to identify super talented people before everyone else does is one of the most valuable skills to develop.
— Sam Altman (@sama) March 20, 2018
My Go-to Bio
As a 30-year veteran of the financial services and investment industry I’ve served as a broker, advisor, and portfolio manager. I’ve combined this nearly three decades of experience with my love of value investing in order to help investors worldwide to multiply profits and build their nest eggs.
As an avid value investor, I’m a strict practitioner of “asset based value i…Read More
Anyway, I see Arthur Blank on TV from time to time in connection with the professional football team he owns. I’ve thought, “I bet that guy has an interesting story.” It was interesting to read it. Thanks.
I had contact with Sigoloff in the eighties. I can’t remember the specifics. I think someone hired me to research the high-yield bonds of Wickes Corp. I do remember coming to the conclusion that he was a crook. One discovery — he paid for his son’s Bar Mitzvah, a huge, lavish affair — with the funds of Wickes Corp, a public company. There were a lot of shady characters involved with…Read More
Good to know you. I will also be in Delhi shortly and it would be my pleasure to interact with you.
If you can share you details then we can touch base. You can reach me at [email protected].
My name is Nikhil Jain, 42 year old, from Mumbai India, shifting to Delhi in next 3 months.
I became the member for this nice forum last week. Today, i received a handwritten note from Sean and was pleasantly surprised. Thank you Sean for the welcome and the efforts to get me comfortable with the site. I have been reading Ian blogs on Microcap investor for last couple…Read More
Thank you for clarification on lifetime subscription at current rate. Does these hold true if I gift subscription to someone.
Thank you for great initiative.
You and Sean leading these […]
In the article, Kicked in the Ass with a Golden Horseshoe, I tell the entertaining and painful story of how Bernie Marcus, Arthur Blank, and Ken Langone came together to start Home Depot.
Bernie and Arthur were ruthlessly fired by Sandy Sigiloff from running Handy Dan, a company they grew 4x over six years. Sandy not only wanted to fire them, but bury them in lawsuits and legal…Read More
Home Depot was co-founded by Bernie Marcus (visionary), Arthur Blank (operations/finance), and Pat Farrah (energy), and financed by Ken Langone. Home Depot is yet another example of how great ideas are born out of frustration not greed.
In 1972, Bernie Marcus would become CEO of Handy Dan Home Improvement stores. Arthur Blank would become CFO of Handy Dan in 1976. Albeit a regional…Read More
Very well articulated.
Just to add my bit..
Parents/Entrepreneurs are like mirror to their children/organization. An intelligent fanatic must indulge in the right habits which can be emulated by people around him.
Picked this up from a lesser known intelligent fanatic in the western part of India, who goes on like this, ” If I rest on my laurels and just spend my time indulging in bad…Read More
In 1997, Elton John gave journalist, and soon to be pop artist, Cliff Jones some advice:
“Fame is an illusion, the devil is in the detail, money buys freedom and misery in equal measure and the music industry does not care about music. It cares about selling music. And that is an entirely different thing.”
Most musicians would agree with Elton John: the music industry only cares abo…Read More
Sean Iddings started the topic Paul McGuinness (Principal Management Manager U2) – Keynote Transcript in the forum Transcripts 6 days, 3 hours ago
How did U2 make some of the wisest business decisions, ever? And how has the band been able to make dominating the music business look easy?
Bono described that a good deal of credit should go to U2’s manager Paul McGuinness. Bono said, “I mean, more than anyone in my life, he [Paul McGuinness] is a person who believed in me and gave me the confidence to realize my potential as an…Read More
Ian Cassel started the topic Dr. Venkataswamy and Aravind Eye Care: The Power of Compassionate Constraints in the forum Dr. Govindappa Venkatasawamy 1 week, 1 day ago
Enjoy this excerpt from our case study on Dr. V and Aravind Eye Care. Members can access the full case study [HERE]
Aren’t a member yet? [JOIN HERE]
“The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” – GB Shaw
Aravind Eye Care (‘Aravind’…Read More
Sean Iddings started the topic Intelligent Fanatics Case Study – Dr. Govindappa Venkatasawamy in the forum IF Case Studies 1 week, 1 day ago
Hat tip to @rohithpottigmail-com for writing the case study.
Dr. Govindappa Venkatasawamy
Aravind Eye Care
“The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to him…Read More
really refreshing to learn from these greats.
excellent though process, and examples set by them.. on how to pass on the legacy and create enterprises that last beyond them !
i think examples speak more than words, they walked their talk !
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