Enjoy! This made me lol
(i) Compounding Labs: Transdigm
The case study deck Thorndike and co. put together on the topic of the first 50X podcast series.
(ii) An LPs Guide to Venture Funds (Part 1) - The Unbundling and a Framework
Venture is unbundling is the thesis. Thoughtful model on asset management as a business and great links to boot.
(iii) A Crypto Winter King Wants to Reanimate the Industry
Profile of Animoca. Also: Inside the crypto black markets of Argentina. And, in crypto toxicity: Nobody wants to admit owning WazirX, and be busted laundering for loan sharks.
(iv) The Midwit Trap
I love this person’s writing. Here ruminating on occam's razor like thinking.
(v) FT: Business Book of the Year 2022 — the longlist
Haven’t read any of these, but good list.
(vi) Celebrating the Centennial of (Arguably) the World’s First Modern House, in West Hollywood
Schindler house > Eames house (?).