Myles Marino

In 1950, a nineteen-year-old in Omaha read The Intelligent Investor and found his guy.

Mary Graif McDevitt was a secretary in Binghamton, New York, in the early 1900s.

The most powerful AI agent in an obscure platform sits unused.

Note: I wrote this for myself.

April 14, 2025 §TECO - the original copy & paste The first “clipboard” was developed in the programming language TECO.

Do you know what’s better than doing 30% returns for ten years?

Note: I wrote this for myself.

§March 11, 2025 A 1236% return in eleven years…Ted Weschler didn’t just beat the market: He crushed it.

Cocktail Party with Richmond’s finest who revealed their favorite spots (full names hidden for privacy) Wyatt: Red Harbor Seafood ‘N Chicken Harrison: Hatch Kitchen (RIP) Myles: Full Kee’s Saturday Brunch/Dim Sum Aaron: Pho Tay Do Tyler: Enoteca Sogno Car…

From January to July, the number on my scale dropped from 225 to 205.

Content coming soon.

§March 10, 2025 How do you know that people love your application?

These are the big ideas from books I have read- not summaries!

§April 2025 Much attention has been given to buying businesses below net cash.

The best salespeople have a strange defect: they are incapable of lying.

Death is the beginning.

Resources from the Great Operators Jeff Bezos Peter Thiel Peter Barton John Malone Mark Leonard Adolf Lundin Investor Resources Warren Buffett: Partnership Letters, Notre Dame, FAQ (50%/year Joel Greenblatt: Capital Allocators, Class Notes, Case Studies,…

All credit to the excellentTriangulated Research for putting out a couple of great reports on George Soros, Stanley Druckenmiller, and Michael Marcus.

We recently wrapped up our last Third South Capital Offsite for 2025.

§July 2025 The honeymoon is over.

In Warren Buffett’s office hangs a piece of paper worth less than the nail holding it up: a Western Union stock certificate.

We tried outsourcing our support to off-the-shelf software.

In 1953, Charlie Munger’s first investment went from boom to broke in one year.

In 1995, nobody doubted the internet would matter.

“[I] won a proxy fight and eventually made money but it was not worth the pain.

The best LLM solutions don’t start out smart, they start out mediocre and learn fast.

In early November, a new interface, information architecture, and workflow blessed the EntryThingy users.

I steward a twenty-year-old software company.

Elon Musk is the greatest business operator alive, but his approach to deadlines sounds like sabotage: Listen to his recent appearance on A Cheeky Pint.

After a Support Week, I’d come off angry, peeved, and exhausted.

“Read page one of The Wall Street Journal every day” was a consistent refrain.

Platform apps can be great investments, but they are built on rented land.

Living in Pennsylvania means every trip to a bigger city comes with the same problem.

The Speed Trap of Literalism Henry Ford was only half-right about a faster horse.

We serve over 164,266 artists on EntryThingy today.

§The Semantics of Prioritization: A Manifesto of the Infinite Timeline We operate on an infinite canvas of potential tasks.

Thank you Andrew and the Third South team for reviewing There is too much noise right now about which SaaS companies AI will disrupt.

“China is run by engineers; the U.S. is run by lawyers.”

Thank you Jeff T. and Justin D. for providing early feedback It’s not the bad ideas that do you in — it’s the good ideas.

This is a pretty comprehensive look at the books that I want to read at some point, along with some reasons.

People won’t tell you about these opportunities [1].

Over the years, I have collected impactful memos.

Why read biographies?

“What important truth do very few people agree with you on?”

This quote by Elon Musk, who was CEO of PayPal before being outsted, is as good of an explanation for their success as anything.

The Wright brothers won because they systematically favored their own data and first principles over the established conventions of the “experts.”

If you have to ask, it’s bad design.

This was an OK book.

Your first mistake is bloat.

To the Cynic, the world is a slot machine.