This is awesome. Must read. ⁦Clifford Asness⁩ search.app/DeDkmYBKZvEskV…

Tapped out and teetering. open.substack.com/pub/kanecarpen…

I find this chart fascinating.

Incredible. wsj.com/arts-culture/b…

Judging by the promotional emails I’m receiving is Brooks Brothers going after the Charles Tyrwitt customer base?

Seems like the auto industry is shifting...

80% of volatility is diversified in the first 8 stocks Source: Dorsey Asset Management

Thoughts on layers in an organization. substack.com/@kanecarpenter…

I reckon we see more of this soon. thetimes.com/business-money…

“Really great talent is rare,” Buffett said. “It’s rare in business. It’s rare in capital allocation. It’s rare in almost every human activity you can name.” wsj.com/business/warre…

“Collect memories, not regrets.”

Kids are the ultimate example of “show me the incentive and I’ll show you the outcome”!!

This is 100% true in the companies I’m a part of.

10. A life well lived is one lived in defiance. Maybe we are just apes floating through space—but I’ll live with purpose and meaning anyway and I just don’t gaf. h/t Camus

wsj.com/lifestyle/care…

Looking at the Figma IPO.

I love trying to identify parallels between investing and human capital management. open.substack.com/pub/kanecarpen…

What sunk cost have you held onto the longest? open.substack.com/pub/kanecarpen… #econ #stocks #hr

Culture is built by only two types of employees. 1. The doer 2. The ideas-person The rest? They’re a drain. open.substack.com/pub/kanecarpen…