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
