Friday, May 25, 2007

Early Riser

Last night must have been the first time in a couple of weeks where I just crashed.

No doubt about it at 8 PM I went to sleep. Waking up at 2:30 in the morning there is not too much to do except read.

I am almost done with "Adventure Capitalist" by Jim Rogers. Hedgefund Manager of legend.

Its a great book and a good follow up to Investment Biker and Hot Commodities.

Great parallels between emerging "foreign" markets and emerging "technology" markets should be made.

No matter where you live or what industry you invest your time/money into it is the people whom you must trust the most. Technology can be tested, ideas can change but the innovation is milestone.

We are lucky to be living in a society that has accelerated growth, excessive amounts of cheap capital and brilliant people motivated by the pursuit of knowledge (and stock options).

I took a walk down Fifth Avenue, strolled by the MET and landed at my office desk promptly at 6:10.

Happy Memorial Day weekend.


Martin said...


Hello from N Cal. Was a big Rogers fan back in the days when he was Soros' head honcho. Writes a great book - jury is still out on whether he can make a buck or not.

Martin Weil