Myles Marino

The Only Rule Is It Has to Work is all about taking advantage of incentive mis-alignment.

§Note: This was a bad write-up.

The paradox of Constellation Software (CSI) is their ability to grow to $100B with a theory of constraints.

Now that I’m moving out of Richmond, I have a lot to be grateful for and reflect on.

The sign of a truly great biography is universal praise with a sole voice of protest.

These notes synthesize two books, John D.

After reading two books about the same legendary car company, I https://mylesmarino.com/posts.htmlwas struck by their different purposes.

I decided to take a break from writing this newsletter and updating my website.

Too Long, Didn’t Read: Increase success by doing instead of planning.

Thanks Aunt Amiee for the topic!

Let’s accept three facts: Most “technology” companies compensate employees with stock These companies had abnormal sales in 2020 and 2021 (Thanks, COVID) Most high-flying technology stocks are down ~40% since January 1, 20221 If you add up these factors t…

You run a business for the shareholders and for increasing shareholder value.

It does!

Nobody likes being called lazy.

I recently watched The Man Who Killed Hitler, and then the Bigfoot - a 2018 adventure film starring Sam Elliott, Aidan Turner, and Bigfoot.

This post is for entertainment and informative reasons only - this is not an investment recommendation.

Have you ever set a record in back to back years?

Nothing in this post is investment advice- companies mentioned are for example only.

Fail.

Sometimes the pen is mightier than Excel- and over-complicating problems can just make things worse.

This post is about how writing and speaking with others helps to clarify your thoughts.

3 New Ideas From Books: For those of you who have checked out mylesmarino.com/books, I have added 3 of my most recent reads.

Movie Pass 2.0 has finally been unveiled- and had everything from Web3 to Black Turtlenecks!

I hate corporate-speak.

Over the past few months, I have talked to a number of venture capitalists.

Want to make over 800x your money?

This most recent post is about something that has been bugging me lately: the lack of quality in “weekend conference” books.

What is Elon Musk’s biggest accomplishment?

This article goes over innovation- how it happens and some examples of how innovation can lead to massive paradigm shifts. §1: Sick Harvard Business Review interviewed Jerry Seinfeld in early 2017, to talk about his most recent series, Comedians in Cars G…

§1: The Indirect Question In my last post Nobody Has Original Thoughts- I presented Peter Thiel’s favorite interview question: What important truth do very few people agree with you on?

There are many tough interview questions out there- my least favorite is “describe yourself”.

2: Using the Above Framework So how did I use this framework recently?

1: What is Chinafrica?

As we get ready for Thanksgiving, what can we learn from turkeys?

Buying NTF Anti-Mimetic—New Ways of WantingPeter Thiel, Irresistible PariahA version of this essay was originally published in Unherd in September…Read more3 years ago · 9 likes · 4 comments · Luke Burgis Model CitizenIs Crypto Bullshit?

In this piece, I go over my recent interview with Mohnish Pabrai, and show some of his social entreprenurial success with the Dakshana Foundation!

§Yorkey Optical (2788.HK) On 11/14/2021, I published a recent investment idea, Yorkey Optical International.

Well not original, but an update on Pax Global, whose write-up I published in December 2020.

§Kistos PLC After a few months, I finally made this write-up public.

§Cambria Automotive In April of 2021, I wrote up Cambria Automotive (an auto dealership collection), a merger arbitrage situation.

§AFA Systems In August of 2020, I started my website: mylesmarino.com.

§Collector’s Universe On December 2020, I wrote up Collector’s Universe.

§Revisiting Crossroads Systems Background : In a previous post on my website, I wrote about Crossroads Systems ($CRSS), describing the business a year from now after their acquisition of a community bank closes.

Last week, I said that the next newsletter will include me revisiting a past write-up: Crossroads Systems.

Subject to change : But the first edition of this newsletter will have 2 sections, similar to James Clear’s 3-2-1 newsletter.