Neckar’s Insecurity Analysis

Neckar
Profiles of great investors and innovators.
Created 22 Jul 2020
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  • Workshop Note: Wen Rich, Ser?
    18 Nov 2021 • 7 min read • 6 0
    Hi all. This probably means nothing but this past Saturday I entered a new barbershop and was immediately immersed in a passionate conversation about crypto. One of the customers, getting a fashionabl...
  • Clutter and the Clean Slate.
    15 Nov 2021 • 7 min read • 29 6
    “If Berkshire has made modest progress, a good deal of it is because Warren and I are very good at destroying our own best-loved ideas. Any year that you don’t destroy one of your best-loved ideas is ...
  • The Rise of Media-First Investors
    13 Nov 2021 • 4 min read • 14 2
    It’s time to talk about the new wave of media-first investors. I was going to kick off with 25-year-old podcaster Harry Stebbings (20VC) who recently raised two venture funds with a total commitment o...
  • The Rise of Media-First Investors
    12 Nov 2021 • 4 min read • 1 0
    It’s time to talk about the new wave of media-first investors. I was going to kick off with 25-year-old podcaster Harry Stebbings (20VC) who recently raised two venture funds with a total of $140 mill...
  • The Nomad Partnership Letters (Nick Sleep, Zak Zakaria)
    09 Nov 2021 • 2 min read • 7 4
    “The trick, it seems to us, if one is to be a successful long-term investor, is to recognize the sources of enduring business success, get in early and own enough to make a difference. Which raises tw...
  • Workshop Note: A Weird Initiation
    07 Nov 2021 • 10 min read • 24 0
    Hi All. This past week, I injected some randomness into my life and attended an event related to NFT NYC (“The Leading Annual Non‑Fungible Token Event”) hosted by a DAO I am involved in. Mario wrote t...
  • Conversation with Dominique Mielle, Author of Damsel in Distressed
    04 Nov 2021 • 2 min read • 8 5
    Disclaimer: The following content is provided for educational purposes only and does not contain investment advice. It is purely subjective. Always do your own due diligence. Hello everyone. I am so h...
  • Bill Miller: An Investor's Evolution (Part I)
    01 Nov 2021 • 13 min read • 50 2
    Join 4,235 curious readers on the search for long shelf life insights into investing and life. Subscribe now In 2001, Bill Miller was under fire. It was a spot the value investor, famous for his marke...
  • The Reading Obsession
    31 Oct 2021 • 10 min read • 93 26
    If you enjoy learning from great teachers about the business of life and investing, subscribe for free weekly content: Subscribe now “I just sit in my office and read all day.” - Warren Buffett Every ...
  • Workshop Note: Squid Game
    29 Oct 2021 • 6 min read • 15 0
    This week, I wrote about the rise of Kirk Kerkorian who parlayed his way up from war surplus planes to owning entire airlines, much of the Las Vegas strip, and the MGM studio. He rode a powerful trend...
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