Yeah, I’ve taken inspiration from his approach and love his mental models. Amazon and Costco has been fantastic performers for him. It takes guts to hold on to them for that long.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
He also bet on Asos?
I have heard that he does, but Im not confident in the source.
My favorite investor. I think he still holds Amazon and Costco. Thanks for the write-up!
Yeah, I’ve taken inspiration from his approach and love his mental models. Amazon and Costco has been fantastic performers for him. It takes guts to hold on to them for that long.
Hello,
Huge Respect for your work!
New here. No readers Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
I only have two and am looking for a third one. I wonder what had happened if Sleep had applied DCM besides just holding.
Every dollar spent or invested, or action taken or avoided, compounds.
I have done 27% compound for the last 19 years.
Tiny low cap super fast growing uk single company investments.
My only share today is AIM listed SBTX.
Owns the IP of a product about to change the FACE of the world.
The product is being produced and sold by FTSE 100 company Croda.
SBTX picks up 10% plus clear profit on world wide sales
Broker has no forecast for this revenue as of today. !!|
He is waiting for SBTX accounts in March
I am not .