12 Comments
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Eric John's avatar

Wow! Excellent write-up!

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John Farrall's avatar

Excellent thought piece. Thank you.

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Agnes Og's avatar

Highly recommend reading

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Simone Cicero's avatar

man this is is mindblowing work

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The Silent Treasury's avatar

Hello there,

Huge Respect for your work!

New here. No huge reader base Yet.

But the work has waited long to be spoken.

Its truths have roots older than this platform.

My Sub-stack Purpose

To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.

A refreshing take on our business world and capitalism.

A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.

“Built to Be Left.”

A quiet anatomy of extraction, abandonment, and the collapse of stewardship.

"Principal-Agent Risk is not a flaw in the system.

It is the system’s operating principle”

Experience first. Return if it speaks to you.

- The Silent Treasury

https://tinyurl.com/48m97w5e

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Albert Drouart's avatar

This is excellent! Thank you!

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Torsten Walbaum's avatar

Amazing write-up, love the synthesis and frameworks

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Jan Skora's avatar

I think data has always been the moat, now with the advent of transformer-based systems it's just more apparent

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Jon Kozan's avatar

Great, great piece

But unsurprisingly, there is still yet uncharted territory

May I offer CarFax, SDOs, PRAs and even Outsell

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Patrick Mathieson's avatar

I always enjoy reading your stuff, Abraham.

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Vedanth's avatar

Thanks for the footnote [1]. Learned this the hard way on kindle sometime ago..

And needless to say, excellent write-up!

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Tyler Corderman's avatar

Absolutely wonderfuly piece. Thank you.

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