Offshore
Giuliano These were my reads/studies during 2025 and a short takeaway from each: - The Great Gatsby. Peak literature. - The Intelligent Investor. This is the second time I study this. Masterful work and overview of the investment field. Sound ideas to approach…
a chain of sorrow she can't bear.
- Animal Farm.
Quite clever. How politicians race against one another. How crowds are fooled. How vanity and mischief creep in at the top.
Nowhere near 1984.
- White Nights.
I think I read this for the third or fourth time. I don't know, still can't understand.
- The Scientists.
Starting with Copernicus (?), Gribbin goes on to tell the story of how science progressed, how ideas were formed, and who were the thinkers. Thesis is amazing; execution was bad.
- Ice Age.
Great account of how interglacial cycles occur. Big idea in here: Identify the 3 factors that move the needle. In climate change throughout millennia, it was: eccentricity of the orbit, tilt of the axis, axial precession (?).
- Leonardo Da Vinci, Isaacson.
Astounding individual. Peak curiosity and talent well cultivated. Depicts how far people can go. Breadth of interests and how to intersect them. How to use Drawing for thinking purposes.
- Leonardo Da Vinci The Complete Works.
Works of art, some notes from his journals, and drawings.
- Punctuated Equilibrium.
Amazing thesis, disastrous execution.
Thesis: Darwin was right, but wrong. Evolution is not linear nor gradual; it happens in a few concentrated periods of time.
- The Gulag Archipelago.
'To stand up for the truth is nothing: for the truth you have to sit in jail'. An account of a survivor from the Russian Gulags in the 20th century. Deeply disturbing, though half of it was something like a trial, which got boring.
- The General Theory of Employment, Interest, and Money.
I'm more inclined to think Keynes was crazy in what he posited, yet his approach was extremely sensible and correct: 'We've been stagnated, we don't know how to get out of this mess [depression], we need new ideas'.
- Anna Karenina.
I was expecting a masterpiece, and I think that was my mistake. Has many bright moments, indeed extremely bright some, but nothing crazy.
Last chapter hit the hardest: there was this guy who was a deep thinker and momentarily got the grasp of what everything meant. But every time he tried to rationalize it or think it through, he lost that grasp. It takes courage.
- Richer, Wiser, happier.
Good to get a sense of how great investors think and act. But Munger, Buffett, and Graham have influenced them all, so after reading these, there's not much new.
In Progress:
- Elements of Chemistry. Left it half-way through after I drifted outside of science.
- Faust. I occasionally return to this, but I haven't read any literature in a while.
- Call Me Ted. Ted Turner autobio, started it today.
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- Animal Farm.
Quite clever. How politicians race against one another. How crowds are fooled. How vanity and mischief creep in at the top.
Nowhere near 1984.
- White Nights.
I think I read this for the third or fourth time. I don't know, still can't understand.
- The Scientists.
Starting with Copernicus (?), Gribbin goes on to tell the story of how science progressed, how ideas were formed, and who were the thinkers. Thesis is amazing; execution was bad.
- Ice Age.
Great account of how interglacial cycles occur. Big idea in here: Identify the 3 factors that move the needle. In climate change throughout millennia, it was: eccentricity of the orbit, tilt of the axis, axial precession (?).
- Leonardo Da Vinci, Isaacson.
Astounding individual. Peak curiosity and talent well cultivated. Depicts how far people can go. Breadth of interests and how to intersect them. How to use Drawing for thinking purposes.
- Leonardo Da Vinci The Complete Works.
Works of art, some notes from his journals, and drawings.
- Punctuated Equilibrium.
Amazing thesis, disastrous execution.
Thesis: Darwin was right, but wrong. Evolution is not linear nor gradual; it happens in a few concentrated periods of time.
- The Gulag Archipelago.
'To stand up for the truth is nothing: for the truth you have to sit in jail'. An account of a survivor from the Russian Gulags in the 20th century. Deeply disturbing, though half of it was something like a trial, which got boring.
- The General Theory of Employment, Interest, and Money.
I'm more inclined to think Keynes was crazy in what he posited, yet his approach was extremely sensible and correct: 'We've been stagnated, we don't know how to get out of this mess [depression], we need new ideas'.
- Anna Karenina.
I was expecting a masterpiece, and I think that was my mistake. Has many bright moments, indeed extremely bright some, but nothing crazy.
Last chapter hit the hardest: there was this guy who was a deep thinker and momentarily got the grasp of what everything meant. But every time he tried to rationalize it or think it through, he lost that grasp. It takes courage.
- Richer, Wiser, happier.
Good to get a sense of how great investors think and act. But Munger, Buffett, and Graham have influenced them all, so after reading these, there's not much new.
In Progress:
- Elements of Chemistry. Left it half-way through after I drifted outside of science.
- Faust. I occasionally return to this, but I haven't read any literature in a while.
- Call Me Ted. Ted Turner autobio, started it today.
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Offshore
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EndGame Macro
Follow @TOzgokmen one of most underrated accounts on X https://t.co/dGwRvv4cGn
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Follow @TOzgokmen one of most underrated accounts on X https://t.co/dGwRvv4cGn
Kindleberger Spiral sign post:
as of September, both imports and exports with China are down ~25%.
Q4 should be much worse, meaning that 2025 tariffs have launched a worse trade collapse than Smoot-Hawley 1930, which cause about 20%/Y trade collapse with the US. https://t.co/7A2RFY8qqb tweet
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Fiscal.ai
Lower interest rates aren't improving homebuyer demand according to Lennar.
"As you may recall, last quarter I noted that declining interest rates could signal the start of a market recovery. Unfortunately, that turnaround has not yet materialized."
$LEN https://t.co/q6OWWKlPOJ
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Lower interest rates aren't improving homebuyer demand according to Lennar.
"As you may recall, last quarter I noted that declining interest rates could signal the start of a market recovery. Unfortunately, that turnaround has not yet materialized."
$LEN https://t.co/q6OWWKlPOJ
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Clark Square Capital
If you are looking for some good business biographies, here is a great list to start (h/t @mastersinvest)
•Conscious Capitalism: Liberating the Heroic Spirit of Business — John Mackey & Raj Sisodia
•Copy This! How I Turned Dyslexia, ADHD, and 100 Square Feet into a Company Called Kinko’s — Paul Orfalea
•Designed to Win: What Every Business Needs to Know to Go Truly Global — Po Chung
•The Essence of a Family Enterprise — Samuel C. Johnson
•Mission-Driven Leadership: My Journey as a Radical Capitalist — Mark Bertolini
•The Farmer from Merna (State Farm / George J. Mecherle) — Karl Schriftgiesser
•The Burger King: A Whopper of a Story on Life and Leadership — Jim McLamore
•When Business Is Love — Jan Ryde
•The Unpublished David Ogilvy — David Ogilvy
•Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect — Will Guidara
•Setting the Table: The Transforming Power of Hospitality in Business — Danny Meyer
•Four Seasons: The Story of a Business Philosophy — Isadore Sharp
•Excellence Wins: A No-Nonsense Guide to Becoming the Best in a World of Compromise — Horst Schulze
•Without Reservations: How a Family Root Beer Stand Grew into a Global Hotel Company — J.W. “Bill” Marriott Jr.
•“Thanks for the Business”: K.C. Irving, Arthur Irving, and the Story of Irving Oil — Donald J. Savoie
•The Wawa Way: How a Funny Name & 6 Core Values Revolutionized Convenience — Howard Stoeckel
•Co-Piloting: Luck, Leadership, and Learning That It’s All About Others (Our Story) — Jim Haslam
•The Warren Buffett CEO: Secrets from the Berkshire Hathaway Managers — Robert P. Miles
•Steve Jobs — Walter Isaacson
•How Google Works — Eric Schmidt & Jonathan Rosenberg
•Elon Musk — Walter Isaacson
•Born to Be Wired — John Malone
•Who Is Michael Ovitz?: The Rise and Fall (and Rise) of the Most Powerful Man in Hollywood — Michael Ovitz
•The Toyota Way (2nd ed.) — Jeffrey K. Liker
•Master of the Game (Steve Ross) — Connie Bruck
•Celebration 150 (The Sherwin-Williams Company history)
•Fifty Years of Pleasure: The Illustrated History of Publix Super Markets, Inc. — Pat Watters
•In Search of Excellence — Thomas J. Peters & Robert H. Waterman Jr.
•McDonald’s: Behind the Arches — John F. Love
•Titan: The Life of John D. Rockefeller, Sr. — Ron Chernow
•The First Tycoon: The Epic Life of Cornelius Vanderbilt — T. J. Stiles
•John H. Patterson: Pioneer in Industrial Welfare — Samuel Crowther
•George F. Johnson and His Industrial Democracy — William Inglis
•The Life of Elbert H. Gary: A Story of Steel — Ida M. Tarbell
•My Life and Work — Henry Ford
•Exceeding Customer Expectations — Kirk Kazanjian
•The Rise & Decline of The Great Atlantic & Pacific Tea Company — William I. Walsh
•The Great A&P and the Struggle for Small Business in America — Marc Levinson
•Fifty Years with the Golden Rule: A Spiritual Autobiography — J. C. Penney
•The Whole Story: Adventures in Love, Life, and Capitalism — John Mackey
•Built from Scratch — Bernie Marcus & Arthur Blank
•Sam Walton: Made in America — Sam Walton
•Let My People Go Surfing — Yvon Chouinard
•Five and Ten: The Fabulous Life of F. W. Woolworth — John K. Winkler
•Simon Marks: Retail Revolutionary — Paul Bookbinder
•Attention, Kmart Shoppers! — Ben Schultz
•Bare Essentials: The Aldi Way to Retail Success — Dieter Brandes
•Sol Price: Retail Revolutionary & Social Innovator — Robert E. Price
•The Joy of Costco: A Treasure Hunt from A to Z — David & Susan Schwartz
•Becoming Trader Joe — Joe Coulombe
•Leading by Design: The IKEA Story — Ingvar Kamprad
•The IKEA Edge — Anders Dahlvig
•Finding a Common Interest: The Story of Dick Dusseldorp and Lend Lease — Lindie Clark
•Zeckendorf — (autobiography)
•Frank Lowy: Pushing the Limits — Jill Margo
•Frank Lowy: A Second Life — Jill Margo
•The Gambler — Kirk Kerkorian; William C. Rempel
•The Billionaire Who Wasn’t — Chuck Feeney; Conor O’Clery
•Junk to Gold — Willis Johnson
•Walt Disney: The Triumph of the American Imagination — Nea[...]
If you are looking for some good business biographies, here is a great list to start (h/t @mastersinvest)
•Conscious Capitalism: Liberating the Heroic Spirit of Business — John Mackey & Raj Sisodia
•Copy This! How I Turned Dyslexia, ADHD, and 100 Square Feet into a Company Called Kinko’s — Paul Orfalea
•Designed to Win: What Every Business Needs to Know to Go Truly Global — Po Chung
•The Essence of a Family Enterprise — Samuel C. Johnson
•Mission-Driven Leadership: My Journey as a Radical Capitalist — Mark Bertolini
•The Farmer from Merna (State Farm / George J. Mecherle) — Karl Schriftgiesser
•The Burger King: A Whopper of a Story on Life and Leadership — Jim McLamore
•When Business Is Love — Jan Ryde
•The Unpublished David Ogilvy — David Ogilvy
•Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect — Will Guidara
•Setting the Table: The Transforming Power of Hospitality in Business — Danny Meyer
•Four Seasons: The Story of a Business Philosophy — Isadore Sharp
•Excellence Wins: A No-Nonsense Guide to Becoming the Best in a World of Compromise — Horst Schulze
•Without Reservations: How a Family Root Beer Stand Grew into a Global Hotel Company — J.W. “Bill” Marriott Jr.
•“Thanks for the Business”: K.C. Irving, Arthur Irving, and the Story of Irving Oil — Donald J. Savoie
•The Wawa Way: How a Funny Name & 6 Core Values Revolutionized Convenience — Howard Stoeckel
•Co-Piloting: Luck, Leadership, and Learning That It’s All About Others (Our Story) — Jim Haslam
•The Warren Buffett CEO: Secrets from the Berkshire Hathaway Managers — Robert P. Miles
•Steve Jobs — Walter Isaacson
•How Google Works — Eric Schmidt & Jonathan Rosenberg
•Elon Musk — Walter Isaacson
•Born to Be Wired — John Malone
•Who Is Michael Ovitz?: The Rise and Fall (and Rise) of the Most Powerful Man in Hollywood — Michael Ovitz
•The Toyota Way (2nd ed.) — Jeffrey K. Liker
•Master of the Game (Steve Ross) — Connie Bruck
•Celebration 150 (The Sherwin-Williams Company history)
•Fifty Years of Pleasure: The Illustrated History of Publix Super Markets, Inc. — Pat Watters
•In Search of Excellence — Thomas J. Peters & Robert H. Waterman Jr.
•McDonald’s: Behind the Arches — John F. Love
•Titan: The Life of John D. Rockefeller, Sr. — Ron Chernow
•The First Tycoon: The Epic Life of Cornelius Vanderbilt — T. J. Stiles
•John H. Patterson: Pioneer in Industrial Welfare — Samuel Crowther
•George F. Johnson and His Industrial Democracy — William Inglis
•The Life of Elbert H. Gary: A Story of Steel — Ida M. Tarbell
•My Life and Work — Henry Ford
•Exceeding Customer Expectations — Kirk Kazanjian
•The Rise & Decline of The Great Atlantic & Pacific Tea Company — William I. Walsh
•The Great A&P and the Struggle for Small Business in America — Marc Levinson
•Fifty Years with the Golden Rule: A Spiritual Autobiography — J. C. Penney
•The Whole Story: Adventures in Love, Life, and Capitalism — John Mackey
•Built from Scratch — Bernie Marcus & Arthur Blank
•Sam Walton: Made in America — Sam Walton
•Let My People Go Surfing — Yvon Chouinard
•Five and Ten: The Fabulous Life of F. W. Woolworth — John K. Winkler
•Simon Marks: Retail Revolutionary — Paul Bookbinder
•Attention, Kmart Shoppers! — Ben Schultz
•Bare Essentials: The Aldi Way to Retail Success — Dieter Brandes
•Sol Price: Retail Revolutionary & Social Innovator — Robert E. Price
•The Joy of Costco: A Treasure Hunt from A to Z — David & Susan Schwartz
•Becoming Trader Joe — Joe Coulombe
•Leading by Design: The IKEA Story — Ingvar Kamprad
•The IKEA Edge — Anders Dahlvig
•Finding a Common Interest: The Story of Dick Dusseldorp and Lend Lease — Lindie Clark
•Zeckendorf — (autobiography)
•Frank Lowy: Pushing the Limits — Jill Margo
•Frank Lowy: A Second Life — Jill Margo
•The Gambler — Kirk Kerkorian; William C. Rempel
•The Billionaire Who Wasn’t — Chuck Feeney; Conor O’Clery
•Junk to Gold — Willis Johnson
•Walt Disney: The Triumph of the American Imagination — Nea[...]
Offshore
Clark Square Capital If you are looking for some good business biographies, here is a great list to start (h/t @mastersinvest) •Conscious Capitalism: Liberating the Heroic Spirit of Business — John Mackey & Raj Sisodia •Copy This! How I Turned Dyslexia, ADHD…
l Gabler
•Creativity, Inc. — Ed Catmull
•The Ride of a Lifetime — Robert Iger
•Exceeding Expectations: The Enterprise Rent-A-Car Story
•Overnight Success: Federal Express & Frederick Smith, Its Renegade Creator — Vance Trimble
•Changing How the World Does Business — (FedEx) Roger Frock
•FedEx Delivers — Madan Birla
•DHL: Three Letters That Shrank the World — Jane Chung
•Radical Simplicity — Ken Allen
•Ready Fire Aim: The Mainfreight Story — Keith Davies
•With Passion Anything is Possible — (Mainfreight) Keith Davies
•Big Brown: The Untold Story of UPS — Greg Niemann
•Helping the World Keep Promises — (Old Dominion Freight Line) Jeffrey L. Rodengen
•The Box — Marc Levinson
•Railroader — Hunter Harrison; Howard Green
•How We Work and Why — E. Hunter Harrison
•Rags to Riches — (Cintas)
•The Fish That Ate the Whale — Rich Cohen
•For God, Country & Coca-Cola — Mark Pendergrast
•Inside Coca-Cola — Neville Isdell
•My Life in Full — Indra Nooyi
•Onward — Howard Schultz
•Know What Matters — Ron Shaich
•Bitter Brew — William Knoedelseder
•Quench Your Own Thirst — Jim Koch
•The Emperors of Chocolate — Joe Glenn Brenner
•Shoe Dog — Phil Knight
•Shoe Maker — Joe Foster
•Authentic — Paul Van Doren
•Running with Purpose — Jim Weber
•Birkenstock: The Evolution of a Universal Purpose and Zeitgeist Brand
•It’s How We Play the Game — Ed Stack
•Michael O’Leary: Turbulent Times for the Man Who Made Ryanair — Matt Cooper
•Nuts! — (Southwest Airlines) Kevin & Jackie Freiberg
•Spark — Frank Koller
•Plain Talk — Ken Iverson
•Born of This Land: My Life Story — Chung Ju-yung
•Kiewit: An Uncommon Company — Jeffrey L. Rodengen
•The Autobiography of Andrew Carnegie (with The Gospel of Wealth)
•Men and Rubber — Harvey S. Firestone
•How to Make a Few Billion Dollars — Brad Jacobs
•The John Deere Way — David Magee
•Otis: Giving Rise to the Modern City — Jason Goodwin
•The Power of Fastenal People — Robert A. Kierlin
•Strong Ties — Barclay Simpson; Katharine Ogden Michaels
•Kitchens, or Sink — Matthew Ingle
•Orkin: The Making of the World’s Best Pest Control Company
•Work Hard, Have Fun, Make Money: The Tractor Supply Story
•The Culture Warrior — Joe Scarlett
•One from Many — Dee Hock
•A Blueprint for Better Banking — (Svenska Handelsbanken) Niels Kroner
•Decentralisation—Why and How to Make it Work — Jan Wallander
•Invested — Charles Schwab
•The Snowball — Warren Buffett; Alice Schroeder
•What It Takes — Stephen A. Schwarzman
•Bloomberg by Bloomberg — Michael Bloomberg
•The Millionaires’ Factory — (Macquarie) Joyce Moullakis & Chris Wright
•A. P. Giannini: Banker of America — Felice A. Bonadio
•Biography of a Bank: The Story of Bank of America NT&SA — Marquis & Bessie James
•Breaking the Bank — Gary Hector
•The House of Morgan — Ron Chernow
•In for a Penny — Peter Hargreaves
•What Matters — Andrew Pridham
•Zero-Sum Game — Erika S. Olson
•Many Happy Returns — Henry Bloch; Thomas M. Bloch
•The Gallagher Way — Arthur J. Gallagher; Alison Kittrell
•USAA: A Tradition of Service 1922–1997 — Paul T. Ringenbach
•Grinding It Out — Ray Kroc
•The Magic of McDonald’s — Peter Ritchie
•Sell ’Em by the Sack — (White Castle) David Gerard Hogan
•In-N-Out Burger — Stacy Perman
•The Ins-N-Outs of In-N-Out Burger — Lynsi Snyder
•How Did You Do It, Truett? — S. Truett Cathy
•Covert Cows and Chick-fil-A — Steve Robinson
•Doing Business the Chick-fil-A Way — S. Truett Cathy
•Pizza Tiger — Tom Monaghan
•Making Dough — (Krispy Kreme) Kirk Kazanjian & Amy Joyner
•Out of the Dog House — Dick Portillo
•Always Fresh — (Tim Hortons) Ron Joyce
•Selling Steakburgers — (Steak ’n Shake) Robert P. Cronin
•Made from Scratch — (Texas Roadhouse) Kent Taylor
•On the Brink — Norman Brinker
•Around the Corner to Around the World — (Dunkin’ Donuts) Robert Rosenberg
•Dave’s Way — (Wendy’s) Dave Thomas
•Every Customer a Fan — Jim Penman
•La passion créative — Bernard Arnault
•The Luxury Strategy — Kapferer & Bastien
•Brunello Cucinelli: The Dream of Solomeo
•The Ta[...]
•Creativity, Inc. — Ed Catmull
•The Ride of a Lifetime — Robert Iger
•Exceeding Expectations: The Enterprise Rent-A-Car Story
•Overnight Success: Federal Express & Frederick Smith, Its Renegade Creator — Vance Trimble
•Changing How the World Does Business — (FedEx) Roger Frock
•FedEx Delivers — Madan Birla
•DHL: Three Letters That Shrank the World — Jane Chung
•Radical Simplicity — Ken Allen
•Ready Fire Aim: The Mainfreight Story — Keith Davies
•With Passion Anything is Possible — (Mainfreight) Keith Davies
•Big Brown: The Untold Story of UPS — Greg Niemann
•Helping the World Keep Promises — (Old Dominion Freight Line) Jeffrey L. Rodengen
•The Box — Marc Levinson
•Railroader — Hunter Harrison; Howard Green
•How We Work and Why — E. Hunter Harrison
•Rags to Riches — (Cintas)
•The Fish That Ate the Whale — Rich Cohen
•For God, Country & Coca-Cola — Mark Pendergrast
•Inside Coca-Cola — Neville Isdell
•My Life in Full — Indra Nooyi
•Onward — Howard Schultz
•Know What Matters — Ron Shaich
•Bitter Brew — William Knoedelseder
•Quench Your Own Thirst — Jim Koch
•The Emperors of Chocolate — Joe Glenn Brenner
•Shoe Dog — Phil Knight
•Shoe Maker — Joe Foster
•Authentic — Paul Van Doren
•Running with Purpose — Jim Weber
•Birkenstock: The Evolution of a Universal Purpose and Zeitgeist Brand
•It’s How We Play the Game — Ed Stack
•Michael O’Leary: Turbulent Times for the Man Who Made Ryanair — Matt Cooper
•Nuts! — (Southwest Airlines) Kevin & Jackie Freiberg
•Spark — Frank Koller
•Plain Talk — Ken Iverson
•Born of This Land: My Life Story — Chung Ju-yung
•Kiewit: An Uncommon Company — Jeffrey L. Rodengen
•The Autobiography of Andrew Carnegie (with The Gospel of Wealth)
•Men and Rubber — Harvey S. Firestone
•How to Make a Few Billion Dollars — Brad Jacobs
•The John Deere Way — David Magee
•Otis: Giving Rise to the Modern City — Jason Goodwin
•The Power of Fastenal People — Robert A. Kierlin
•Strong Ties — Barclay Simpson; Katharine Ogden Michaels
•Kitchens, or Sink — Matthew Ingle
•Orkin: The Making of the World’s Best Pest Control Company
•Work Hard, Have Fun, Make Money: The Tractor Supply Story
•The Culture Warrior — Joe Scarlett
•One from Many — Dee Hock
•A Blueprint for Better Banking — (Svenska Handelsbanken) Niels Kroner
•Decentralisation—Why and How to Make it Work — Jan Wallander
•Invested — Charles Schwab
•The Snowball — Warren Buffett; Alice Schroeder
•What It Takes — Stephen A. Schwarzman
•Bloomberg by Bloomberg — Michael Bloomberg
•The Millionaires’ Factory — (Macquarie) Joyce Moullakis & Chris Wright
•A. P. Giannini: Banker of America — Felice A. Bonadio
•Biography of a Bank: The Story of Bank of America NT&SA — Marquis & Bessie James
•Breaking the Bank — Gary Hector
•The House of Morgan — Ron Chernow
•In for a Penny — Peter Hargreaves
•What Matters — Andrew Pridham
•Zero-Sum Game — Erika S. Olson
•Many Happy Returns — Henry Bloch; Thomas M. Bloch
•The Gallagher Way — Arthur J. Gallagher; Alison Kittrell
•USAA: A Tradition of Service 1922–1997 — Paul T. Ringenbach
•Grinding It Out — Ray Kroc
•The Magic of McDonald’s — Peter Ritchie
•Sell ’Em by the Sack — (White Castle) David Gerard Hogan
•In-N-Out Burger — Stacy Perman
•The Ins-N-Outs of In-N-Out Burger — Lynsi Snyder
•How Did You Do It, Truett? — S. Truett Cathy
•Covert Cows and Chick-fil-A — Steve Robinson
•Doing Business the Chick-fil-A Way — S. Truett Cathy
•Pizza Tiger — Tom Monaghan
•Making Dough — (Krispy Kreme) Kirk Kazanjian & Amy Joyner
•Out of the Dog House — Dick Portillo
•Always Fresh — (Tim Hortons) Ron Joyce
•Selling Steakburgers — (Steak ’n Shake) Robert P. Cronin
•Made from Scratch — (Texas Roadhouse) Kent Taylor
•On the Brink — Norman Brinker
•Around the Corner to Around the World — (Dunkin’ Donuts) Robert Rosenberg
•Dave’s Way — (Wendy’s) Dave Thomas
•Every Customer a Fan — Jim Penman
•La passion créative — Bernard Arnault
•The Luxury Strategy — Kapferer & Bastien
•Brunello Cucinelli: The Dream of Solomeo
•The Ta[...]
Offshore
l Gabler •Creativity, Inc. — Ed Catmull •The Ride of a Lifetime — Robert Iger •Exceeding Expectations: The Enterprise Rent-A-Car Story •Overnight Success: Federal Express & Frederick Smith, Its Renegade Creator — Vance Trimble •Changing How the World Does…
ste of Luxury — (Bernard Arnault / LVMH story)
•Crashing the Gates of Culture with Virgil Abloh: “Make It Ours” — Robin Givhan
•Dior by Dior
•The Cartiers — Francesca Cartier Brickell
•King of Diamonds — (Harry Winston) Ronald Winston & William Stadiem
•The Making of a Status Symbol: A Business History of Rolex — Pierre-Yves Donzé
•The Widow Clicquot — Tilar J. Mazzeo
•Paul Ricard — Robert Murphy
•The Company I Keep — Leonard Lauder
•Business as Unusual — Hugh De Pree
•Leadership Jazz — Max De Pree
•The Loyalty Effect — Frederick F. Reichheld
•Steel Titan: The Life of Charles M. Schwab — Robert Hessen
•Doing the Doing — Alan McKim
•Enough. — John C. Bogle
•Lessons from Century Club Companies: Managing for Long Term Success — Vicki TenHaken
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•Crashing the Gates of Culture with Virgil Abloh: “Make It Ours” — Robin Givhan
•Dior by Dior
•The Cartiers — Francesca Cartier Brickell
•King of Diamonds — (Harry Winston) Ronald Winston & William Stadiem
•The Making of a Status Symbol: A Business History of Rolex — Pierre-Yves Donzé
•The Widow Clicquot — Tilar J. Mazzeo
•Paul Ricard — Robert Murphy
•The Company I Keep — Leonard Lauder
•Business as Unusual — Hugh De Pree
•Leadership Jazz — Max De Pree
•The Loyalty Effect — Frederick F. Reichheld
•Steel Titan: The Life of Charles M. Schwab — Robert Hessen
•Doing the Doing — Alan McKim
•Enough. — John C. Bogle
•Lessons from Century Club Companies: Managing for Long Term Success — Vicki TenHaken
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Quiver Quantitative
UPDATE: Nancy Pelosi is now worth $280M, per our estimates. https://t.co/J0HCPw0yKP
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UPDATE: Nancy Pelosi is now worth $280M, per our estimates. https://t.co/J0HCPw0yKP
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memenodes
“I was looking for signs if I should put on a trade today, but they were ambiguous”
The signs: https://t.co/llSET4xrhw
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“I was looking for signs if I should put on a trade today, but they were ambiguous”
The signs: https://t.co/llSET4xrhw
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