steve gorelik
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 7 months ago | Last Issue | a month ago |
| Active | |||||
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thirdpillarvalue.substack.comLatest Issues
How Phillippe Laffont taught me to use my imagination
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In stark contrast to college or business school years, where you pay someone to acquire knowledge that later on proves more or less unnecessary (when was the last time you had to calculate the area under a curve?), one...
Q2 2026 Market Commentary
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If on January 1st we had asked the following question – “What is your prediction of index performance assuming that 1) in the first six months of the year the top 10 S&P 500 companies are up 2% on average and 2) 20% of...
What i look for in investment conferences
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I attend a few investing-oriented events per year. My favorites are the Intellectual Investor Conference in Vail (where I am heading right now) and the FatAlpha Value (Cyprus). These events are opportunities to reconne...
Will Thorndike vs. Mr Market
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Roughly half the books I read can be described as work-related. They would usually be either business biographies, such as Shoe Dog by Phil Knight, or investment process texts, such as Competition Demystified by Bruce Greenwa...
When the underdog wins
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The fundamental investment process is naturally backward-looking, since it often begins with an analysis of historical financial statements. The main problem with relying on financial statements is that past performanc...
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