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Nauman

@enhaq.bsky.social

Balancing ledgers by day, writing & investing by night. Father, husband, and occasional optimist.

4 Posts1738 Follower8004 Folgt
Nauman@enhaq.bsky.social · last yr.

It's not the leap that's dangerous, it's the landing. PB learned this on ski slopes, applied it to build Liberty Media, then faced its deepest meaning when cancer struck. His final insight: plan your landing before the leap, but know some landings can't be controlled. enhaq.com/not-fade-awa...

Not Fade Away: A Short Life Well Lived

Peter Barton, ex-CEO of Liberty Media, learned his most profound lessons about risk and control not in boardrooms, but on ski slopes. His journey from mastering life to facing death reveals timeless w...

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Nauman@enhaq.bsky.social · last yr.

"How does one go bankrupt? Two ways. Gradually, then suddenly." - Hemingway Credit Suisse's story in one stat: 15 years of profits = CHF 800M. Bonuses paid = billions. Sometimes the most important lessons come from watching others fly too close to the sun. enhaq.com/too-close-to...

Too Close to the Wind: Why Credit Suisse Had to Go Down

Explore the dramatic fall of Credit Suisse through Dirk Shütz's 'Too Close to the Wind.' Learn how non-expert leadership, weakened risk management, and cultural decay led to the collapse of a 167-year...

enhaq.com

Nauman@enhaq.bsky.social · last yr.

Every afternoon with coffee, I'd hunt for patterns in price charts like an archaeologist decoding ancient runes. Until I learned I was reading tea leaves while others studied gravity. A deep dive into how capital flows shape markets: enhaq.com/capital-retu...

Capital Returns: Investing Through the Capital Cycle

Most investors watch prices. The smart ones watch capital flows. A deep dive into Marathon Asset Management's approach to markets through Edward Chancellor's "Capital Returns." Learn how understanding...

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Nauman@enhaq.bsky.social · last yr.

Two ancient training schools: one followed tradition, the other had athletes tracing stone grooves in darkness, studying dew's grip, testing leather's stretch. A tale of the gap between playing to play and playing to win. enhaq.com/hardball-are...

Hardball: Are You Playing to Play or Playing to Win

Playing hardball in business means challenging assumptions, exploiting anomalies, and living at the rock face. Through vivid examples, George Stalk shows why good enough isn't good enough when you're ...

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