The All-In Principles 📜🐦 @allinprinciples

The All-In Podcast POV. Learn, leverage and actionize principles, frameworks, and thoughts from the besties! Joined March 2022

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Sahil Khetpal @skhetpal

2 years ago

Danaher used DBS to build a $200 billion company and generate a 45x return. Billionaire investor Dan Loeb believes studying Danaher is worth more than a 2-year MBA. In this thread, we’ll dive into the actual tools & tactics behind their success - Danaher Business System (DBS):

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The Kobeissi Letter @KobeissiLetter

2 years ago

This weekend, OPEC announced "surprise" production cuts of 1.65 million barrels per day. Today, the US called this "inadvisable." But there's a major problem with little attention. The US Strategic Petroleum Reserve (SPR) just hit its lowest level since 1983. (a thread) 1/13

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Anthony Pompliano 🌪 @APompliano

2 years ago

This is an insane video 🤯 Man skiing down the mountain randomly sees a snowboarder buried face down in the snow. Stops. Digs him out. Saves his life. Wow.

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Austen Allred @Austen

3 years ago

I still don’t *fully* understand how OpenAI turned from being a nonprofit that had raised a ton of money from donors into a for-profit company or that you could simply do that

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Brad Gerstner @altcap

3 years ago

Lindsey is the story - thx for your courage. She deserves to have her savings / deposit protected. Not a dollar more for anybody. There are plenty of assets - the FDIC, Fed and Treasury need to speak with clarity NOW that this is over. Sell the assets - deposits 100% protected.

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Bill Ackman @BillAckman

3 years ago

The gov’t has about 48 hours to fix a-soon-to-be-irreversible mistake. By allowing @SVB_Financial to fail without protecting all depositors, the world has woken up to what an uninsured deposit is — an unsecured illiquid claim on a failed bank. Absent @jpmorgan @Citi or…