Second Mouse Plan

The strategic playbook of superior investors and entrepreneurs, covering capital allocation strategies, tech strategy and Second Mouse moguls.

Bill Ackman and Tim McElvaine back Andrew Wilkinson
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A lunch with Bill Ackman paid off for Andrew Wilkinson, a mogul in his own right.

Tech/VC

Jay Hennick: from pool boy to billionaire
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An under-the-radar billionaire who started from the bottom.

Moguls

The Second Mouse Plan Part 3: The Church of Latter-Day Mice
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Second Mouse Plan

The Second Mouse Plan Part 2.2 - The Playbook
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Second Mouse Plan

The Second Mouse Plan Part 2.1 - The Playbook
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Second Mouse Plan

That time I phoned Black Swan author Nassim Nicholas Taleb
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NoBull Klev

VC returns suck even more than I thought
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Andreessen Horowitz performance is not as high as you would think.

Tech/VC

An investment riddle for the Holidays
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Strategy

The Second Mouse Plan — Introduction
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How the Unimaginative Can Thrive in the Age of the UnicornThis painting depicts the fall of Icarus (near bottom right corner) and shows society’s indifference to individual failure — No plough stops for the dying man. Or the failing co-working space.“Do not let the brevity of these passages prevent

Second Mouse Plan

Andrew Wilkinson of Tiny Capital, the Charlie Munger of Tech
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So Bill Ackman is holding a Buffett-type lunch auction. Ackman is essentially a Buffett clone, except that he has an inclination for activism and shorting, which has sometimes proven too clever by half. The Buffett recipe is very hard to improve. Ackman claims to have learned from his mistakes and

Tech/VC