Sources
112 works Atlas has drawn ideas from. Each links to the work itself where a link is allowed, and to its home on L3VLUP: the Library shelf, the Primer topic, the letter or the research note.
Book
A Philosophy of Software Design
John Ousterhout · 1 idea
Accelerate
Nicole Forsgren, Jez Humble and Gene Kim · 1 idea
Bad Blood
John Carreyrou · 1 idea
Barbarians at the Gate
Bryan Burrough and John Helyar · 1 idea
Boom and Bust
William Quinn and John D. Turner · 1 idea
Chip War
Chris Miller · 1 idea
Deep Work
Cal Newport · 1 idea
Escaping the Build Trap
Melissa Perri · 1 idea
How I Made $2,000,000 in the Stock Market
Nicolas Darvas · 1 idea
Manias, Panics, and Crashes
Charles P. Kindleberger · 1 idea
Market Wizards
Jack D. Schwager · 1 idea
Narrative and Numbers
Aswath Damodaran · 1 idea
Never Eat Alone
Keith Ferrazzi · 1 idea
One Up on Wall Street
Peter Lynch · 1 idea
Platform Revolution
Geoffrey Parker, Marshall Van Alstyne and Sangeet Paul Choudary · 1 idea
Poor Charlie's Almanack
Charles T. Munger · 1 idea
Principles
Ray Dalio · 1 idea
Range
David Epstein · 1 idea
Shoe Dog
Phil Knight · 1 idea
The 80/20 Principle
Richard Koch · 1 idea
The Alignment Problem
Brian Christian · 1 idea
The Caesars Palace Coup
Max Frumes and Sujeet Indap · 1 idea
The Cold Start Problem
Andrew Chen · 1 idea
The Dhandho Investor
Mohnish Pabrai · 1 idea
The Hard Thing About Hard Things
Ben Horowitz · 1 idea
The Intelligent Investor
Benjamin Graham · 1 idea
The Little Book of Commodity Investing
John Stephenson · 1 idea
The Man Who Solved the Market
Gregory Zuckerman · 1 idea
The Mom Test
Rob Fitzpatrick · 1 idea
The Outsiders
William N. Thorndike · 1 idea
The Psychology of Money
Morgan Housel · 1 idea
The Signs Were There
Tim Steer · 1 idea
The World for Sale
Javier Blas and Jack Farchy · 1 idea
Thinking in Bets
Annie Duke · 1 idea
Thinking, Fast and Slow
Daniel Kahneman · 1 idea
Weapons of Math Destruction
Cathy O’Neil · 1 idea
Where Are the Customers' Yachts?
Fred Schwed Jr. · 1 idea
Zero to One
Peter Thiel and Blake Masters · 1 idea
Film
Documentary
Becoming Warren Buffett
2017 · 2017 · 1 idea
Downfall: The Case Against Boeing
2022 · 2022 · 1 idea
Enron: The Smartest Guys in the Room
2005 · 2005 · 1 idea
Floored
2009 · 2009 · 1 idea
Inside Job
2010 · 2010 · 1 idea
Inside the Meltdown
2009 · 2009 · 1 idea
The China Hustle
2017 · 2017 · 1 idea
The Inventor: Out for Blood in Silicon Valley
2019 · 2019 · 1 idea
WeWork: Or the Making and Breaking of a $47 Billion Unicorn
2021 · 2021 · 1 idea
Series
Video
5 Simple Steps for Solving Dynamic Programming Problems
Reducible · 1 idea
Accrual Accounting: How it Works & Why it’s #1
Accounting Stuff · 1 idea
B-tree vs B+ tree in Database Systems
Hussein Nasser · 1 idea
Build a Robust Payments Service Using Idempotency Keys
Arpit Bhayani · 1 idea
Distributed Systems 6.1: Consensus
Martin Kleppmann (Cambridge) · 1 idea
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI
Bloomberg Odd Lots · 1 idea
Goldman Sachs CEO David Solomon on AI, Debt and America’s Future
Prof G Markets · 1 idea
Google Product Manager Metrics Interview: A Worked Mock
Aakash Gupta · 1 idea
How to Systematically Set Up LLM Evals
Dave Ebbelaar · 1 idea
Most Devs Don’t Understand How LLM Tokens Work
Matt Pocock · 1 idea
Precision vs Recall, With a Clear Example
Kimberly Fessel · 1 idea
Prompting 101
Anthropic · 1 idea
Session 12: Acquisition Ornaments — Synergy, Control & Complexity
Aswath Damodaran (NYU Stern) · 1 idea
Session 18: Optimum Capital Structure — The Cost of Capital Approach
Aswath Damodaran (NYU Stern) · 1 idea
Session 25: Acquisition, a Value Destroyer?
Aswath Damodaran (NYU Stern) · 1 idea
Session 3: Intrinsic and DCF Valuation — Laying the Groundwork
Aswath Damodaran (NYU Stern) · 1 idea
Session 5: Accounting Inconsistencies
Aswath Damodaran (NYU Stern) · 1 idea
Session 9: Terminal Value
Aswath Damodaran (NYU Stern) · 1 idea
WACC Explained
The Finance Storyteller · 1 idea
Why LLMs Get Dumb (Context Windows Explained)
NetworkChuck · 1 idea
Working Capital Explained
The Finance Storyteller · 1 idea
Letter
Amazon's 1997 letter to shareholders
Jeff Bezos · 1998 · 1 idea
Amazon's 2016 letter to shareholders (Day 1)
Jeff Bezos · 2017 · 1 idea
Amazon's 2020 letter to shareowners, Jeff Bezos's last as chief executive
Jeff Bezos · 2021 · 1 idea
Berkshire Hathaway's 2005 letter to shareholders
Warren Buffett · 2006 · 1 idea
Berkshire Hathaway's 2008 letter to shareholders
Warren Buffett · 2009 · 2 ideas
Berkshire Hathaway's 2011 letter to shareholders
Warren Buffett · 2012 · 2 ideas
Brookfield Asset Management's 2008 letter to shareholders
Bruce Flatt · 2009 · 1 idea
Bruce Flatt's March 2020 update to Brookfield shareholders
Bruce Flatt · 2020 · 1 idea
Capital One's 2024 letter from Rich Fairbank
Rich Fairbank · 2025 · 1 idea
Elliott Management's letter to the athenahealth board proposing a take-private (May 2018)
Jesse Cohn · 2018 · 1 idea
Fairfax Financial's 2016 letter to shareholders
Prem Watsa · 2017 · 1 idea
Giverny Capital's 2025 annual letter, on a year of underperformance
François Rochon · 2026 · 1 idea
Google's 2004 IPO founders' letter, "An Owner's Manual"
Larry Page and Sergey Brin · 2004 · 1 idea
Greenhaven Road Capital's Q2 2026 letter, on changing how the portfolio is built
Scott Miller · 2026 · 1 idea
Hayden Capital's Q2 2026 letter, on the "SaaS-pocalypse" and returns on reinvestment
Fred Liu · 2026 · 1 idea
John Hussman's October 2008 market comment on recapitalising the banks
John Hussman · 2008 · 1 idea
JPMorgan Chase letter to shareholders, 2008
Jamie Dimon · 2009 · 1 idea
Markel Group's 2023 letter to business partners
Thomas Gayner · 2024 · 1 idea
Muddy Waters' initiating report on Sino-Forest
Muddy Waters Research · 2011 · 1 idea
Netflix's third-quarter 2011 letter to shareholders
Reed Hastings and David Wells · 2011 · 1 idea
NVIDIA's fiscal 2026 letter from Jensen Huang
Jensen Huang · 2026 · 2 ideas
Shopify's 2015 IPO letter from Tobi Lütke
Tobi Lütke · 2015 · 1 idea
Southeastern Asset Management's letter to the Dell board (February 2013)
Mason Hawkins and Staley Cates · 2013 · 1 idea
Starboard Value's letter to Autodesk shareholders on margins and board change
Jeffrey Smith · 2025 · 1 idea
Stripe's 2025 annual letter
Patrick Collison and John Collison · 2026 · 1 idea
Trian's July 2017 letter to Procter & Gamble shareholders
Trian Fund Management · 2017 · 1 idea
Research
(Don't Fear) The Yield Curve
Eric Engstrom and Steve Sharpe, Board of Governors of the Federal Reserve System (FEDS Notes) · 2018 · 1 idea
Deposits and the March 2023 Banking Crisis–A Retrospective
Stephan Luck and Matthew Plosser, Federal Reserve Bank of New York (Liberty Street Economics) · 2024 · 1 idea
Is This Time Different: How Are Banks Performing during the Recent Interest Rate Increases Compared to 2004-2006?
Anya Kleymenova, Lori Leu and Cindy M. Vojtech, Board of Governors of the Federal Reserve System (FEDS Notes) · 2024 · 1 idea
Mortgage-Backed Securities
Andreas Fuster, David O. Lucca and James Vickery, Federal Reserve Bank of New York (Staff Reports) · 2022 · 1 idea
Private Credit: Characteristics and Risks
Fang Cai and Sharjil Haque, Board of Governors of the Federal Reserve System (FEDS Notes) · 2024 · 1 idea
The contribution of monetary policy to disinflation
Pongpitch Amatyakul, Fiorella De Fiore, Marco Lombardi, Benoit Mojon and Daniel Rees, Bank for International Settlements (BIS Bulletin No 82) · 2023 · 1 idea
The Treasury Tantrum of 2023
Anthony M. Diercks and Dev Asnani, Board of Governors of the Federal Reserve System (FEDS Notes) · 2024 · 1 idea
Treasury Term Premia: 1961-Present
Tobias Adrian, Richard K. Crump, Benjamin Mills and Emanuel Moench, Federal Reserve Bank of New York (Liberty Street Economics) · 2014 · 1 idea