Sources
BROWSEEvery indexed document — letters, memos, speeches, interviews (18)
François Rochon, decoded.
Owner-earnings orientation with the cohort’s most systematic error canon: the annual “Podium of Errors” (five-year post-mortems, medals for errors of omission), the Carret sell-discipline rule, and named decisions (AMETE
18 SOURCES7 RESEARCH UNITS4 THEMES0 COMPANIES0 EVENTS7 DECISIONS
INDEX PAGES — CROSS-REFERENCE GUIDES FOR DEEP RESEARCH
Companies
BROWSEAll companies referenced across the indexed record (0)
Themes
BROWSEThe canonical ideas this investor actually addresses (4)
Decisions
BROWSEDocumented actions with sources and outcomes (7)
ALSO IN THE COLLECTION
Cornelius VanderbiltWarren BuffettAndrew CarnegieCharlie MungerJ.P. MorganHoward MarksJohn D. RockefellerPeter LynchHenry FordBill GatesBenjamin GrahamJohn BogleWalt DisneySteve JobsSam WaltonJeff BezosSeth KlarmanElon MuskGeorge SorosHoward SchultzStanley DruckenmillerJim SimonsJesse LivermoreReed HastingsRay DalioJohn TempletonMark ZuckerbergJoel GreenblattPhilip FisherMohnish PabraiBill Ackman