The Think Like an Owner newsletter is a compilation of my thoughts on investing in and operating small companies, published every other week. In the newsletter, I also share interesting and relevant resources I recently came across.
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Patrick O’Shaughnessy, History of Animation, Kevin Kwok, Bradley Jacobs
Distressed Debt Investing, Alex Danco, HBR, Askeladden Capital, RV Capital
Palmer Higgins, SureSwift Capital, The Messy Marketplace, Founders Fund, BuiltWith, Stratechery
Warren Buffett, Chenmark Capital, Alex Danco, The Grandmaster Diet
Askeladden Capital, Alex Danco, Social Capital, Real Vision, Sidewalk Labs
Brent Beshore, HBR, Andrew Wilkinson, Byron Trott, Shake Shack
Chenmark Capital, Ankur Warikoo, Little Engine Ventures
Chick-Fil-A, Why Athletes Remain Wealthy, Visa, Alex Danco, John Scalzis, Morgan Housel
Zack Kanter, Chenmark Capital, Problem Solving Framework, Ben Thompson
Sears, Bill Belichick, Hugh Howey on Farnam Street, Warren Buffett Index
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.