“
I read for 14 hours a day. I'm not smarter than other investors. I just read more.
“
I named the fund Atreides because the Atreides family in Dune played the long game. That's what we do.
“
The biggest mistake in tech investing is selling your winners too early. Power laws mean a few positions make all the returns.
“
Fidelity let me manage $15 billion. I left because the best investors eventually need to run their own money.
“
I write 50-page memos on single stocks. If you can't write 50 pages about why you own something, you shouldn't own it.