Commonplace Book

Building a company, understanding it's cycles and decision-making

Quick masterclass on cyclic economic patterns

Going from idea to execution

Clever ways engineers got around non-trivial problems

First section on VC`s functioning is really educational

Showing work sometimes is more valuable than the work itself

Game of Life abstraction to understand non-self-buddhism by ex-PyMongo product owner

Sum of classes lectured for Wharton MBA students on Private Equity

Linear Algebra basics explained in a way that is easy to understand

`I try to remind myself that if leaving prison is scary, the same is likely true for any genuine process of discovery.`

Exact and Non-Exact algorithms to problem solving; non-trivial concepts explained in a way that is easy to understand

Generic problem solving algorithm using randomized keys and biased selection of next generation parents within genetic algorithms

Neural Network basics explained in a way that is easy to understand; great starting point to understand LLMs and the transformer architecture

Alessio Alionço's substack

Henrique Dubugras in his brother's podcast

top episodes: André Street (Stone), Vlad Tenev (Robinhood) and Nikolay Storonsky (Revolut)

Take on creative process and how to keep new idea generation constant

Papers & interviews on market moments with a non-conventional view and approach; aligned with Mar's philosophy

Markets are generally too optimistic; outside of 2σ cases are the real opportunity

Bruno Coutinho's (Mar Asset Director) has one of the clearest yet most brilliant mental models of the market

Sam Altman's advice to entrepreneurs

gabagool

Short guide on fund raising; insightful for founders and people which will interact with VCs

Did not finish reading yet, but going through this as a network effect powered venture is being created is good reference

Did not finish reading it yet, but the term sheet walkthrough is really technical and insightful

Short article on PMs

Marc's view on venture, founder profile + surroundings & history

Creativity at its best

Short story about the value of the journey

Zafer Younis view from both the VC and founder perspective

Navigating through growth and how to pick the right companies to fund scaling

One of the greatest VC stories of all time. Clear, actionable insights and good talk on art. Ramtin became a great inspiration for me after this podcast.

Potentially the greatest thriller of all time. Same director as Parasite.

P vs NP problems