Half-formed thoughts. This page has content but isn't organized yet — treat it as a working draft, not a finished entry.

Big Ideas

In his own words, Lynch did not have a single strategy, one big idea.

The fact is that I never had an overall strategy. My stockpicking was entirely empirical, and I went sniffing from one case to another like a bloodhound that’s trained to follow a scent. I cared much more about the details of a particular story—for instance, why a company that owned TV stations was going to earn more money this year than last—than about whether my fund was underweighted or overweighted in broadcasting.


Books

Beating the Street Book Cover