Sources
BROWSEEvery indexed document — letters, memos, speeches, interviews (14)
Nicholas Sleep, decoded.
The single highest-yield ingest in the batch: the IGY-authorized full collection of Nomad letters (free, 219pp) containing the Amazon free-cash-flow analyses, the Costco “scale economics shared” thesis, and the destinati
14 SOURCES5 RESEARCH UNITS4 THEMES0 COMPANIES0 EVENTS5 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 (5)
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