55 thinkers, books, and ideas connected to this field.
Peter Kaufman's book presenting Charlie Munger's inversion principle — the technique of solving problems by thinking about what to avoid rather than what to pursue — as a comprehensive thinking tool.
Individual referenced in the founders2 database — likely an entrepreneur or investor in the Founders podcast ecosystem.
San Francisco real estate investor and former owner of the San Francisco Giants — who kept the team in San Francisco after numerous relocation attempts — referenced in the Founders podcast ecosystem.
Business analysis podcast from the Colossus network — hosted by various guests who break down specific businesses across their history, business model, and competitive dynamics — serving investors and business learners who want rigorous single-company analysis.
Investor associated with the Founders podcast ecosystem — referenced as a supporter and collaborator in David Senra's network of investors and entrepreneurs who follow the podcast.
A collection of Marathon Asset Management's investor letters edited by Edward Chancellor — presenting the 'capital cycle' framework for equity investing: focusing on supply (capital allocation) rather than demand to identify investment opportunities.
American investor and vice chairman of Berkshire Hathaway — Warren Buffett's indispensable intellectual partner — whose Poor Charlie's Almanack and speeches articulate the most systematic framework for good thinking available: multidisciplinary mental models, inverting problems, and eliminating error through checklists.
Strategy Capital partner and collaborator with Hamilton Helmer, known for applying the 7 Powers framework to technology company analysis.
Texas wildcatter and investor who partnered with Sid Richardson in the East Texas and Permian Basin oil boom — building a diversified empire of companies — and who represented the Texas oil money political establishment of the mid-20th century.
Financial services company referenced in the founders2.json database — likely a fintech or investment firm in the Founders podcast ecosystem.
Bogle's comprehensive account of the mutual fund industry — documenting how costs, turnover, and manager behavior systematically transfer wealth from investors to fund managers.
Individual referenced in the founders2 database — likely an entrepreneur or investor in the Founders podcast ecosystem.
Texas oil man and investor — son of wildcatter Monty Moncrief — who continued the family oil operations while becoming a significant investor and supporter of the Founders podcast ecosystem.
Australian cricketer who played Test cricket for Australia and later transitioned to a career in investing and cricket commentary, providing insider perspectives on the IPL's economics and cricket's globalization.
Individual referenced in the founders2 database — likely an entrepreneur or investor in the Founders podcast ecosystem.
Founder of East Rock Capital and prominent allocator known for his frameworks on talent assessment, investor psychology, and what he calls the 'grip' on one's work.
American investor who was the richest woman in America at her death in 1916 — earning the nickname 'Witch of Wall Street' — by investing in bonds and real estate with a value approach decades before Graham formalized value investing, while being legendarily frugal.
Charles Slack's 2004 biography of Hetty Green — the richest woman in America at her death in 1916 — documenting her value investing approach, her legendary frugality, and her battles to preserve and grow her inheritance against men who wanted to control it.
J. Paul Getty's 1965 book distilling his philosophy on wealth creation — arguing that the rich get rich by being better operators (not smarter or luckier), by buying assets when they are cheap, and by being willing to work harder than anyone else.
Brad Jacobs's 2023 book on how he built multiple billion-dollar companies — XPO Logistics, United Rentals, Jacobs Private Equity — presenting a practical framework for identifying large market opportunities and building organizations rapidly.
Business and entrepreneurship podcast — referenced as a complementary resource in the Founders podcast ecosystem for content on leadership and company building.
Patrick O'Shaughnessy's interview podcast featuring investors, entrepreneurs, and thinkers exploring capital allocation, business building, and decision-making.
Book explaining investment trusts — the British closed-end fund structure — as an investment vehicle, referenced in the Founders podcast investing community.
American oil magnate who was the world's richest private person in 1957 — known for legendary frugality (installing a payphone for guests) and obsessive art collecting — and who wrote How to Be Rich, which argued that wealth comes from being a better operator than competitors.
American actor and musician, lead singer of Thirty Seconds to Mars and Oscar-winning actor, who has also built a portfolio of technology investments.
British investor and co-founder of Marathon Asset Management — one of the principal architects of the capital cycle investment framework — and one of Nick Sleep's formative influences.
Individual referenced in the founders2 database — likely an entrepreneur or investor in the Founders podcast ecosystem.
American investor who founded Vanguard in 1974 and created the first index fund available to individual investors — demonstrating through decades of data that low-cost passive investing outperforms the vast majority of actively managed funds after fees.
Individual referenced in the founders2 database — likely an investor associated with Whole Foods or the broader Founders podcast investor community.
Chinese-American investor who founded Himalaya Capital — a concentrated value investment fund — and who is Charlie Munger's most trusted investment peer, having been recommended by Munger as potentially the best investor in the world, and having introduced Munger to BYD.
American financial writer and partner at the Collaborative Fund, best known for The Psychology of Money and for translating behavioral finance into accessible narrative essays.
Indian-American entrepreneur and investor who co-founded AngelList — democratizing startup investing — and who has become one of the most influential thinkers on wealth creation, happiness, and living a good life through his Twitter aphorisms, the Naval podcast, and The Almanack of Naval Ravikant.
British investor who co-managed Nomad Investment Partnership with Qais Zakaria — producing outstanding returns by concentrating in a few 'scale economies shared' businesses (Amazon, Costco, Berkshire) — and whose annual letters are considered among the finest documents of investment philosophy.
British investment partnership managed by Nick Sleep and Qais Zakaria from 2001 to 2014 — which produced outstanding returns by concentrating in Amazon, Costco, and Berkshire Hathaway for years — and whose annual letters are classics of investment philosophy.
American investor, CEO of O'Shaughnessy Asset Management, and host of the Invest Like the Best podcast — whose support and promotion of David Senra's Founders podcast was instrumental in building its early audience.
Peter Kaufman's edited collection of Charlie Munger's speeches and writings — primarily the famous Poor Charlie's Almanack — which assembles Munger's mental models framework, investment philosophy, and worldview into the most comprehensive document of his thinking.
Ray Dalio's 2021 book analyzing 500 years of economic and political history to identify recurring patterns — rising and declining empires, debt cycles, wealth gaps — arguing that the US is in a late-stage empire decline analogous to the Dutch and British empires.
British investor who co-managed Nomad Investment Partnership with Nick Sleep — producing one of the outstanding investment track records of its era through extreme concentration in a few high-conviction positions.
Podcast focused on investors and entrepreneurs — referenced within the Founders podcast network as a complementary resource for business and investing content.
Texas investor who managed the Bass family fortune, co-invested with George W. Bush in the Texas Rangers, and later built his own investment firm — known for backing exceptional operators (Bass brothers, Columbia/HCA, ENSCO) before they became obvious choices.
William Green's 2021 book profiling the world's greatest investors — Nick Sleep, Qais Zakaria, Chuck Akre, Arnold Van Den Berg, and others — extracting the wisdom and life philosophy behind their investment success.
Individual referenced in the Founders podcast ecosystem — likely an investor or entrepreneur in the community surrounding the podcast.
American inventor, photographer, and investor who funded Fairchild Semiconductor in 1957 — being the largest individual shareholder of IBM (whose shares he inherited) — and whose willingness to fund the Traitorous Eight made the semiconductor revolution possible.
Eric Jorgenson's 2020 compilation of Naval Ravikant's tweets, podcast appearances, and interviews into a structured book — covering wealth creation, specific knowledge, leverage, happiness, and the meaning of life — which became one of the most widely shared business philosophy texts of its era.
Morgan Housel's book examining the psychology and philosophy of how and why people spend money, exploring the relationship between spending and identity.
Lawrence Cunningham's 1997 compilation of Warren Buffett's letters to Berkshire Hathaway shareholders — organized thematically rather than chronologically — presenting Buffett's investment philosophy in accessible form.
Helaine Olen and Harold Pollack's 2016 argument — that all sound personal financial advice fits on a single index card — nine simple rules covering spending, investing, and insurance that outperform most professional advice.
John Bogle's distillation of his case for index fund investing — the most accessible statement of his argument that costs are the primary determinant of investment returns.
William Thorndike's 2012 study of eight unconventional CEOs — including Henry Singleton, John Malone, and Katharine Graham — who dramatically outperformed the S&P 500 by focusing obsessively on per-share value creation through intelligent capital allocation.
Janet Wallach's 2012 biography of Hetty Green in the context of the Gilded Age — focusing on her life and investing in the context of post-Civil War American finance.
Alice Schroeder's 2008 authorized biography of Warren Buffett — the most comprehensive account of his life and investing philosophy — tracing his childhood fascination with business, his apprenticeship under Ben Graham, the building of Berkshire Hathaway, and his personal relationships.
Financial technology company in the Founders podcast ecosystem — likely providing investing or wealth management services.
Individual referenced in the founders2 database — likely an entrepreneur or investor in the Founders podcast ecosystem.
Individual referenced in the founders2 database — likely an entrepreneur or investor in the Founders podcast ecosystem.
CEO of Glenair and editor of Poor Charlie's Almanack (Charlie Munger's collected speeches and wisdom) — a low-profile multidisciplinary thinker in the Munger tradition.