Envy is not the Worst. Burgeoning India. Learning in Public. ROIC. The Dragon.
He there,
I hope that you are enjoying your summer (or winter, if you are down under), and that you are coping ok with the pandemic.
I’m sending this to you because you subscribed to stay in touch with me via substack.
I have just written an update. The include my thoughts on Envy, Burgeoning India, the Future of investment Research and the Dragon School.
Books and essays mentioned include Extraterrestrial by Avi Loeb, The Art of Playing Defense by Whitney Tilson and How to Work Hard by Paul Graham.
And my most recent podcast was I'm That with Eitan Chitayat
To read the full email online, use this link:
https://go.aqu.am/webmail/502851/1192410364/a9cbd0bfd612ab9f079546c8b2d2c1209606371bdb2b5bb23a02763f87b6252a
Or you can subscribe properly here:
https://www.guyspier.com/newsletter/
Stay safe and warm regards,
Guy Spier
www.guyspier.com