John Howie

Reading

Books, the blogs I keep going back to, and lines worth keeping.

Wait But WhyLong, patient explanations of hard things. Farnam StreetMental models, read slowly. Joshua KennonCapital allocation, written plainly. AVCFred Wilson, daily, for twenty years. Paul GrahamThe essays that started it. Howard MarksMemos on cycles and risk. Above the CrowdBill Gurley on markets and marketplaces.
When you view the world as a series of outputs, you form opinions. When you view the world as a series of systems, you form strategies.
Channing Allen
My centre is giving way, my right is in retreat. Situation excellent. I am attacking.
Attributed to Ferdinand Foch, First Battle of the Marne, 1914
No one ever made a decision based on a number. What they need is a story.
Daniel Kahneman
The good salesman faces rejection at one door and moves to the next. The great salesman knocks on the same door.
Mike Bloomberg
Every business is margin and velocity.
An LLC is a call option.
Hard wood grows slowly.