Frederik Gieschen

"What fool reads all of Finnegans Wake out loud? I am that fool." 'My lifetime reading plan has nothing to do with practical matters like getting a paycheck." Amazing post by @tedgioia

You're doing some of your best work with this thematic deep dive. Fantastic.

Some wonderful quotes about life, work, and creativity in this new and free Steve Jobs book.

The book is filled with great examples and valuable anecdotes from meetings with management teams. Highly recommend it for any serious investor.

Capital Returns is a must-read for investors. It's both a rare collection of investor letters (Marathon Asset Management) and a simple yet lindy framework that you re-encounter in markets.

The Great Depression Diary remains the best impression I've seen of how a mass bank run unfolds. From town to town, one bank after another. Benjamin Roth was a lawyer in Youngstown, OH. His diary with notes on the economy and daily was turned into this excellent book.

Terrific book and writer @WilliamGreen72 filled with wisdom about investing and life.

"That was when I realized I had become a pro. I had not yet had a success. But I had had a real failure." From the excellent book the War of Art

Great pod, well done @marketplunger1 and @agnostoxxx Deleting excel and subscribing to hard copy FT instead🫡

Fantastic write-up on short selling on the net interest today by @MarcRuby I suppose the Bloomberg piece is a good teaser.

Fantastic read by @MarcRuby on reinsurance and Berkshire. "Every September, representatives from across the insurance industry gather at Place du Casino in Monte Carlo to discuss where to set pricing and other terms for the year ahead.

Great book and wild story. I've written about Kerkorian and of course @FoundersPodcast has a wonderful episode on him