Frederik Gieschen

neckar.substack.com

4 Followers

community-curated profile

Curating teachers and looking for long shelf life insights in investing and life. Not investment advice.

Overview Posts Content Recommendations

Article Mar 14, 2023

Statistically Speaking, You Are The Patsy

by Frederik Gieschen

Recommended by 1 person

1 mention

Article Dec 27, 2022

Close Your Eyes Real Quick? Phil Stutz's Tools for Life

by Frederik Gieschen

Recommended by 1 person

1 mention

Article Nov 25, 2022

Investment Library: The Money Game

by Frederik Gieschen

Recommended by 1 person

1 mention

Video Sep 4, 2022

Learning for Analysts and Future Portfolio Managers with Alix Pasquet III

by Alix Pasquet and Frederik Gieschen

Recommended by 1 person

1 mention

Article Mar 29, 2022

Stanley Druckenmiller, Part 2: It's Good To Be Interesting

by Frederik Gieschen

Recommended by 1 person

1 mention

Mar 11, 2022

🎙Dan McMurtrie: Resilience, Recovery, and Longevity in Investing

by Frederik Gieschen and Dan McMurtrie

Recommended by 1 person

1 mention

Article Oct 31, 2021

The Reading Obsession

by Frederik Gieschen

Recommended by 1 person

1 mention

Tweet Jul 27, 2021

Reading up on Bernard Arnault. Thread with some sources. "If you control your factories, you control your quality; if you control your distribution, you control your image." twitter.com/NeckarValue/status/1420117397646843914/photo/1

by Frederik Gieschen

Recommended by 1 person

1 mention

Podcast

Insecurity Analysis

by Frederik Gieschen

Recommended by 1 person

1 mention

Article

Between Rest and Overdrive: Are Great Investors Lazy?

by Frederik Gieschen

Recommended by 1 person

1 mention

Tweet Feb 2, 2023

Terrific piece by @tedgioia: 8 Best Techniques for Evaluating Character 1. Forget what they say—instead look at who they marry. “A person’s choice of a spouse—or their closest lifelong partner—is much more revealing than anything they say or do in

by Frederik Gieschen

Article Feb 17, 2022

A History of Systematic Serendipity and Grand Slams (The Power Law by Sebastian Mallaby)

by Frederik Gieschen

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