most insightful web writings with links for most revisited / referenced pieces
Eclectic websites / posts / one-off banger articles
- WTF Happened in 1971
- Importance of ROIC: “Reinvestment” vs “Legacy” Moats
- Lost in the Meritocracy
- The Race to $100B: The Palo Alto Networks Story
Culture
- Wait But Why by @timurban (The Story of Us)
- IM 1776 (Interview with Erik Prince, Counterrevolution Manifesto, The Joker Cycle)
Economics / Finance
- Oaktree Capital Memos by Howard Marks (Sea Change, You Bet!)
- A Havenstein Moment by @RudyHavenstein
- Money Stuff by @Matt_levine (You Can Relax When You’re in the Index)
- BIG by @MatthewStoller (Private Equity is Having its Minsky Moment)
- Essays by Paul Graham (VC Suckage, Nerds, Lies We Tell Kids)
Tech
- Clouded Judgments by @jaminball
- Kwokchain by @kevinkwok (The Mike Speiser Incubation Playbook, Superhuman’s Acquisition Loops)
- Benedict Evans by @BenedictEvans (Netflix is Not a Tech Company, Amazon’s Private Labels)
- The Generalist by @mariogabriele (Unity Metaverse, ASML)
- Stratechery by @benthompson (Aggregation Theory)
- OnlyCFO (Cloud Unit Economics)