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John Romero
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Thanks for making the game of your dreams with us, Warren.
dreams warren
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least often elsewhere. Posts are matched on those words alone —
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19 September
Co-founder of Microsoft and of the Gates Foundation. Writes Gates Notes on global health, energy and climate, and on whatever they have been reading.
Congratulations on an extraordinary career, Warren. I’m lucky to call you my friend and mentor. nyti.ms
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18 September
Founder of Farnam Street (fs.blog) and host of The Knowledge Project podcast. Writes and curates on decision-making, mental models and rational thinking.
Warren Buffett steps down as chairman of Berkshire Hathaway. “Serving as your Chairman has been the privilege of a lifetime, and I have never taken your trust for granted. Father Time always wins. He has, however, been generous with me. He has given me the opportunity to see Berkshire reach a point where I am more confident than ever about what lies ahead. The company is in excellent hands, and I look forward to remaining a shareholder alongside you.” Related
14 September
Writer and former McKinsey/BCG strategy consultant; author of The Pathless Path and Good Work, about leaving the default career track. Publishes the Boundless newsletter and podcast.
Nothing says Taipei like quoting Warren Buffett on speculative luxury real estate Related
1 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
“Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” Warren Buffett "Yields and prices move inversely to one another" said the tooth fairy 🧚 in a prepared statement. interest rates Related
A business that has been in existence for less than 5 years would need a time machine to prove it has a moat. A requirement for a moat is proof of sustainability/durability. Warren Buffett: "What’s going to keep it standing … 5, 10, or 20 years from now?” 1995 Berkshire AGM Quoting @trengriffin If a business has earned returns on capital substantially exceeding the opportunity cost of capital for a period of years(eg, > 5 years), it has a moat. The test is math based. An assertion that NVIDIA, TSMC other businesses don't have a moat and that moats can't be created in the future makes me g… Related
31 August
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
Warren Buffett: "If you must hold a prayer meeting before you try to raise prices, then you don't have much of a moat." TSMC and Samsung didn't hold prayer meetings before raising these prices. An assertion that these businesses don't have a moat isn't remotely credible. Quoting @dnystedt TSMC may raise prices across all process nodes by another 10% to 15% amid strong demand for AI-related chips - and Samsung’s ability to hike prices 10%-15% for its 4nm and 5nm offerings, media report, citing market expectations (NOT from TSMC). The market also reportedly sees follow on price hikes… Related
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