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Ken Akoundi
7 min readJun 1, 2020

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You are about more than investment ideas

Dear Reader

Start the week w a bit of amazement. Take a look. I always admired their persistence and patience.

Marksmanship is here: New letter from Howard Marks is out. Here it is, listed chronologically with all the rest of the letters.

Fake. Here is a website that generates words that should exist. Hillarious.

Today I reason with you again! Lets say a group of experienced people decided to put their DD documents together in a library. We have done it! we are up to 120+ documents. Could you please contribute a document or two? Just send them to me. We can literally have the richest library ever. Does this make sense? See the library here.

Technology Fatigue: I spoke to a long-term investor recently who mentioned they had taken on too many technology projects recently and as a result, had “technology fatigue.” It reminded me of a paper I had written with Josh Smith, CEO of Solovis, around the reasons why tech projects fail. Here it is in my library just in case you were interested.

We could all use something positive: Elements Of Success

Please help us grow. If you enjoy this publication, tell your friends. Forward this email to them so they can join here.

Kind Regards,

Ken Kambiz Akoundi, Ph.d.

Main

Business Cycle Indicators, 30 May 2020 | Econbrowser

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Ken Akoundi
Ken Akoundi

Written by Ken Akoundi

Leading Investment office digital transformation for all LPs.

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