Financial Minds Worth Following

Updated: 07/27/2020

Dalio - Really liked Principle and really like is very long term cycle view of how the economy works. 

Marks - Thoughtful observer and very conceptual. I find it difficult to get specific ideas from him, but he does help me think clearer about whats around me. 

Damodaran - Clarity on the application of finance tools. Don't have to agree, but I always learn soemthing about how to use tools to inspect valuations. 

Koo - Really like his idea about Balance Sheet recessions and how that concept coudl apply. So it's really that idea (or set of ideas) I love about him. 

Joe Weisenthal - Bloomberg editor and host of "Odd Lots" podcast. I find him thoughtful and really on it for things happening in the market. I listen to all the podcasts and I really like the daily note "5 Things to start your day" that includes a coupel things he is interested in at the bottom. 

Buffet - don't really pay attention to him... No hate, just haven't

Munger - Loved the Almanack. Might read it again. 

Nassim Taleb - Arrogant SOB, but his book "Fooled by Randomness" might have influenced me more than any other. 

Jim Collins - Author of "Good to Great" and "Built to Last". A bit older now, but usefule frameworks for thinking about businesses and why they succeed

Shishir Mehorta - Another single concept guy. Really liked his post on the "Four Myths of Bundling". Still contemplating on how that plays out and the implications. https://coda.io/@shishir/four-myths-of-bundling