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#188 - The Business Vault

  • May 2
  • 3 min read

Building My Business Vault: Lessons from the Greats

A good friend recently asked me what books and investors have shaped my thinking around investing, business building, and personal portfolio construction. It’s a great question because the principles I have learned over time are really a mosaic of lessons, mental models, and frameworks gathered over 10+ years from experience, studying history, and learning from the ‘greats’.

Over time, I’ve built what I call my “Business Vault”: a personal library of material sourced from legendary investors and entrepreneurs. The goal has been simple—to learn how to think clearly, avoid bias, and see opportunities (and risks) with a broader perspective. While experience is a great teacher, the compounded wisdom of others simply can’t be matched. 

This vault isn’t just about investing; it’s about decision-making at every level—whether deploying capital, structuring deals, leading teams, or understanding macroeconomic shifts. Over the years, I’ve pulled lessons from Buffett’s value discipline, Munger’s mental models, Graham’s margin of safety, Dalio’s principles, Bezos’ obsession with customers and long-term thinking, and many, many more. I’ve also learned from builders who scaled businesses in unique industries, teaching me to respect cycles, capitalize on timing, and design structures for resilience.

At the heart of my personal investing philosophy is the idea of investing in durable, compounding assets—whether that’s a great public company, a well-located piece of real estate, or a private business that I operate. The goal is to balance growth and optionality, which has meant holding some cash, owning world-class public businesses, investing heavily in my own ventures, and staying disciplined about valuations and competitive advantages. This mindset is a direct result of over a decade of reading and studying the greats - an ongoing education that blends theory and practice.

In addition to the Business Vault, I have a long list of books I could recommend, but for the sake of brevity, I will try to distill the list to a shortened list that offers the biggest frameworks for how to think about the world.

Ben Graham’s Security Analysis and Intelligent Investor

Ron Chernow’s John Rockefeller and JP Morgan biographies

Naval Ravikant’s Navalmanack

Peter Thiel’s Zero to One

Robert Greene’s 48 Laws of Power & The Laws of Human Nature

Dale Carnegie’s How to Win Friends and Influence People

Robert Cialdini’s Influence - The Psychology of Persuasion

Sun Tzu’s The Art of War

Porter’s Five Forces

Buffett’s Essays to Corporate America

Ray Dalio’s Principles and The Changing World Order - Why Nations Succeed and Fail

Strauss and Howe’s The Fourth Turning

Charlie Munger’s Poor Charlie’s Almanac - the Wit and Wisdom of Charlie Munger

There are many, many more good books that I could include but these were some of the more formational reads for me. If you have one that you’d recommend, pass it along!




Investor’s Corner

Picks and shovels - a list of companies that support the entire AI infrastructure supply chain - Finding 100 baggers - Link

Downside risk to job growth over the coming months - Apollo - Link

Gold is replacing fiat currencies as the reserve currency - Link

US Shale production is collapsing - Link

The AI profits drought and the lessons of history - Link

Hedge funds are a record short $180B currently - Kobeissi Letter - Link

Technology Corner

Breaking down China’s tech surge - Bill Gurley + Brad Gerstner - Link

Alpha School - a new approach to education based on AI adaptive learning - Link

Emotional [AI] Agents - The Technium essay - Link

There’s a stunning financial problem with data centers - Futurism - Link

Politics, Philosophy, Theology Corner

Poland stands out among European countries as one that stuck to its cultural roots, and now it is paying dividends - Link

Marriage: the bedrock of civilization - Jonathan Pageau - Link

Parents are not their children’s authors - Link

Senator Rand Paul on Tariffs, China, Debt, and a Warning for America - Link

 
 
 

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