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The greatest builders in history share one habit that changed their fortunes.
You’ll hear how a single paragraph led Munger to a $500 million investment, how Jeff Bezos started Amazon because of one statistic in an article, and how Elon Musk saw an opportunity through the absence of information.
This episode is about building your mental warehouse of ideas, training your intuition, and developing the kind of insight that compounds for life.
The Sponsors
This episode is brought to you by CapitalPad. A marketplace that connects acquisition entrepreneurs who need capital with investors who want exposure to small-business deals. If you’re raising for a deal - or want to back operators - check out https://capitalpad.com/
Our sponsor Spacebar Studios builds and runs your newsletter so you stay top-of-mind with founders, brokers, LPs, and talent. HoldCo Builders listeners also use their two-week free trial. Go to https://www.spacebarstudios.co/inquire and get started for free.
Timestamps
0:00 Intro: The compounding power of reading
0:49 Investor quotes on reading
2:04 A real competitive advantage
2:32 A 50-year habit and the $500M outcome
3:25 The Tenecco idea and the $8M to $80M jump
4:42 Sponsor: CapitalPad
5:52 Jeff Bezos: One stat that launched Amazon
6:09 Morris Chang (TSMC): A textbook insight that rewired an industry
6:36 Elon Musk: no Mars plan
6:50 Dietrich Mateschitz
7:11 Bill Gates: The Altair 8800 moment
7:25 Phil Knight: Japanese trade finance to Nike’s supply chain
7:43 Reading dividends vs. “luck”
8:28 Reading as an edge: Building a mental warehouse
8:55 Naval Ravikant on lifelong reading
9:23 Sponsor: Spacebar Studios
10:27 $8M to $80M to $500M
10:50 “5 to 10 great insights in a life”
11:10 BYD: The Asian counterpart insight
11:40 The 29x BYD outcome
11:48 How reading trains intuition: “You can almost smell it”
12:22 The ultimate unfair advantage of reading
13:00 Final challenge: Are you reading like your life depends on it?
Support our Sponsors:
CapitalPad: https://capitalpad.com/
SpaceBar Studios: https://www.spacebarstudios.co/inquire
Subscribe on Spotify:
https://open.spotify.com/show/6lr5bE3SNZF2uEE7Nb0DHh?si=cP_nAarhRmep1lvnR6uk5g
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724
Follow Mikk/PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
By PrivatEquityGuy4.6
1111 ratings
The greatest builders in history share one habit that changed their fortunes.
You’ll hear how a single paragraph led Munger to a $500 million investment, how Jeff Bezos started Amazon because of one statistic in an article, and how Elon Musk saw an opportunity through the absence of information.
This episode is about building your mental warehouse of ideas, training your intuition, and developing the kind of insight that compounds for life.
The Sponsors
This episode is brought to you by CapitalPad. A marketplace that connects acquisition entrepreneurs who need capital with investors who want exposure to small-business deals. If you’re raising for a deal - or want to back operators - check out https://capitalpad.com/
Our sponsor Spacebar Studios builds and runs your newsletter so you stay top-of-mind with founders, brokers, LPs, and talent. HoldCo Builders listeners also use their two-week free trial. Go to https://www.spacebarstudios.co/inquire and get started for free.
Timestamps
0:00 Intro: The compounding power of reading
0:49 Investor quotes on reading
2:04 A real competitive advantage
2:32 A 50-year habit and the $500M outcome
3:25 The Tenecco idea and the $8M to $80M jump
4:42 Sponsor: CapitalPad
5:52 Jeff Bezos: One stat that launched Amazon
6:09 Morris Chang (TSMC): A textbook insight that rewired an industry
6:36 Elon Musk: no Mars plan
6:50 Dietrich Mateschitz
7:11 Bill Gates: The Altair 8800 moment
7:25 Phil Knight: Japanese trade finance to Nike’s supply chain
7:43 Reading dividends vs. “luck”
8:28 Reading as an edge: Building a mental warehouse
8:55 Naval Ravikant on lifelong reading
9:23 Sponsor: Spacebar Studios
10:27 $8M to $80M to $500M
10:50 “5 to 10 great insights in a life”
11:10 BYD: The Asian counterpart insight
11:40 The 29x BYD outcome
11:48 How reading trains intuition: “You can almost smell it”
12:22 The ultimate unfair advantage of reading
13:00 Final challenge: Are you reading like your life depends on it?
Support our Sponsors:
CapitalPad: https://capitalpad.com/
SpaceBar Studios: https://www.spacebarstudios.co/inquire
Subscribe on Spotify:
https://open.spotify.com/show/6lr5bE3SNZF2uEE7Nb0DHh?si=cP_nAarhRmep1lvnR6uk5g
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724
Follow Mikk/PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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