25iq – My views on the market, tech, and everything else

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• Lessons from Howard Marks’ New Book: “Mastering the Market Cycle – Getting the Odds on Your Side

  Howard Marks is co-chairman and co-founder of Oaktree Capital Management, an investment manager with more than $120 billion in assets under management. How smart is Marks and how sound is his judgemen...

• A Dozen Things I’ve Learned from Nassim Taleb about Optionality/Investing – 25iq

  1. "Optionality is the property of asymmetric upside (preferably unlimited) with correspondingly limited downside (preferably tiny)."  Venture capital, when practiced properly by a top tier firm, is a...

• A Dozen Things I’ve Learned from Andy Grove about Business and Strategy – 25iq

    "Andrew S. Grove was born in Budapest, Hungary in 1936. He graduated from the City College of New York in 1960 with a Bachelor of Chemical Engineering degree and received his Ph.D. from the Universi...

• A Dozen Things I’ve Learned from Don Valentine about Venture Capital and Business – 25iq

  “Don Valentine participated in the beginnings of two significant milestones: the birth of the silicon chip and the development of the venture capital industry. From humble beginnings, Valentine became...

• Risk, Uncertainty and Ignorance in Investing and Business – Lessons from Richard Zeckhauser   – 25iq

    Richard Zeckhauser is an American economist and a Professor of Political Economy at the Kennedy School at Harvard University. Charlie Munger has said about him: “The right way to think is the way [H...

• A Dozen Things Someone Might Learn about Investing and Business from the Simpsons – 25iq

      You can learn as much from anti-role models as role models.  Knowing what not to do is valuable. While Homer and other characters in the Simpsons are often among the more classic anti-role models,...