Quel est le sujet de ce livre?

Ce livre expose la culture distinctive de Nvidia et les principes de gestion de Jensen Huang grâce auxquels l’entreprise a réussi à créer de nouveaux marchés et à devancer ses concurrents en misant sur l’IA avant tout le monde.

Pourquoi le recommandez-vous?

Jensen Huang est le PDG de Nvidia depuis sa création en 1993, ce qui fait de lui l’un des plus anciens PDG, un exploit remarquable dans cette industrie très concurrentielle qu’est la technologie. Grâce à son expérience en technologie, à sa vision et à sa perspicacité, Nvidia a pu dominer le marché des unités de traitement graphique (GPU), un composant indispensable à l’actuelle explosion de l’IA.

« Ship the whole cow » (littéralement : « Expédiez la vache entière »). Nividia a trouvé le moyen de fabriquer des produits bas de gamme à partir de pièces rejetées, empêchant ainsi l’entrée de concurrents sur le marché.

Quel est le sujet de ce livre?

All In dresse un portrait inspirant et intime d’une femme qui a toujours défendu l’égalité. Billie Jean King revient sur son extraordinaire carrière dans le monde du tennis, sur son activisme inébranlable et sur son engagement indéfectible envers l’équité et la justice sociale. « Une histoire sur la force personnelle, l’immense croissance et la grandeur indéniable d’une femme qui a résisté sans crainte à une culture essayant de la briser. » Serena Williams

Dans son autobiographie, Billie Jean King (qui écrit fort bien!) relate sa carrière légendaire, mais aussi son combat incessant pour l’égalité. Elle médite sur ses victoires, dont celle lors de la « bataille des sexes », son rôle dans d’importants mouvements sociaux, sa recherche d’authenticité et son activisme pour les droits des personnes LGBTQ de même qu’en matière de genre.

Pourquoi le recommandez-vous?

All In est beaucoup plus qu’une autobiographie sportive. C’est une classe de maître sur la conviction, la patience, la pensée systémique et le leadership transformateur. L’histoire de Billie Jean King démontre que le changement durable naît de la persévérance et de la capacité à voir une occasion là où d’autres voient un risque — autant de leçons que j’estime pertinentes dans le monde de l’investissement, des affaires et du progrès social. Enfant, je rêvais d’une carrière en athlétisme et j’ai grandi en étant inspirée par des pionnières comme elle. Billie Jean King demeure pour moi un exemple puissant.

“Clyde, can you make me a champion? No, Billie Jean. But with hard work, you can.” — Billie Jean King”

Quel est le sujet de ce livre?

Au-delà du possible raconte l’histoire de Nimsdai « Nims » Purja, un ancien soldat devenu alpiniste, et de son audacieux projet de gravir les 14 grands sommets de 8 000 mètres en une seule et même saison d’escalade (sept mois). Son projet, judicieusement nommé « Project Possible », vise à fracasser le record antérieur datant de plus de sept ans.

Pourquoi le recommandez-vous?

L’histoire de Nim est très inspirante et elle nous porte à nous questionner sur ce que nous estimons impossible. Elle souligne aussi l’importance de la force mentale, de la résilience, du leadership et du travail d’équipe pour qui veut atteindre de grands objectifs et redéfinir la notion de possibilité.

« En 2019, on pouvait lire sur le site de Red Bull que mon objectif revenait à vouloir nager jusqu’à la lune ».

Quel est le sujet de ce balado?

A practitioner’s look at how great investors make decisions. The podcast consists of conversations with CIOs and investment leaders across hedge funds, mutual funds, endowments and pensions about how they allocate capital—covering portfolio construction, securities selection, risk, governance, and the craft of decision-making. The focus stays on decision quality rather than headlines.

Favourite episode: Michael Mauboussin - Pattern Recognition and Public Markets.

Pourquoi le recommandez-vous?

Each episode delivers portable decision frameworks I can use on direct investments: translating narratives into drivers, comparing my underwriting to what’s priced in, pre-mortems and risk control. It turns the “allocator’s toolkit” into practical takeaways - how Investment Committees set priorities, run due diligence, size positions, and evaluate opportunities - so you can sharpen your own process.

“Favourite Idea: Judge decisions by the quality of the process, not the outcome - start with base rates, write the thesis in expectations, and make sizing part of the process so behavior doesn’t undo the analysis”

Quel est le sujet de ce balado?

In Good Company is a podcast between Norges Bank Investment Management's CEO Nicolai Tangen and either CEO's of major companies or investment professionals. Topics typically explored include leadership approaches of operators, how they've built durable businesses for the long-term, among many other intricacies linked to the interviewee's company. My favourite episode thus far was the one with Stanley Druckenmiller which explored some of his lessons learned over his phenomenal investment career.

Pourquoi le recommandez-vous?

This is a great source for understanding the personas of world class operators and how they think, not only about operating their business but other important topics like managing people, navigating through challenging periods and points in their firms' history that were critical to the current business.

“The most important idea from it that cuts across the interviews is Nicolai's search for transparency and his willingness to ask tough questions to private sector leaders in search of the trust. This often provides unique insights on issues that these CEOs know much better than others outside the industry. It will certainly improve your ability to ask questions and obtain the answers you search for!”

Quel est le sujet de ce livre?

Pattern Breakers is a book about how truly exceptional startups are made. These founders break the underlying pattern of how things are done as Mike Maples has witnessed first hand several times during his tenure as an exceptional venture capitalist in Silicon Valley. These opportunities come up when founders find an inflection point in a market such as the internet or mobile and couple that with a unique, non-obvious insight into that market. These insights are found by living in the future.

Pourquoi le recommandez-vous?

A great book on what it takes to build a truly world changing company.

“An inflection point is a fundamental shift in the world that makes something newly possible that wasn't before. The best founders don't just ride these waves they spot them early.”

Quel est le sujet de ce livre?

The book provides a history of interest from the time of the Mesopotamians who “charged interest on loans before they discovered how to put wheels on carts” to our current, post-Great Financial Crisis low-interest rate environment.

Pourquoi le recommandez-vous?

Interest is viewed as the time value of money or "The Price of Time” and given the significant impact through history of fluctuations here, the book is informative and also engaging. Ground covered includes the decades long low-interest rate environment in Japan, the tight money period during the time of Volcker in the US and our current low-interest rate environment. The impacts of these shifts are also discussed, which, in the current period, have included lower productivity growth, lower housing affordability and rising inequality.

“As much as the book gives a sage and stern account of the potential perils of certain interest rate policies, the following quote from the book provides some useful perspective: “Our earth is degenerate in these latter days: bribery and corruption are common; children no longer obey their parents; every man wants to write a book, and the end of the world is evidently approaching.” -Assyrian tablet, c. 2,800 BC”

Quel est le sujet de ce livre?

In Breakneck, Dan Wang argues that modern China is best understood as an “engineering state” — one that builds, experiments, and scales at astonishing speed — while the United States has evolved into a “lawyerly society,” where process and regulation often slow progress. Drawing on years of on-the-ground experience, Wang weaves together policy analysis with personal stories to explain how these contrasting systems shape innovation and global competition.

Pourquoi le recommandez-vous?

I recommend Breakneck because it offers a fresh and insightful framework to understand the complex US–China dynamic—moving beyond the usual binaries of capitalism versus communism or free market versus state control. As the trade war between the two nations continues to unfold, the book sheds light not only on what each country is doing, but why they act the way they do. Wang’s analysis reveals how industrial policy, engineering culture, and governance priorities intersect to shape outcomes on both sides. If you’re an investor, or curious reader wanting to make sense of China’s scale, capability and contradictions—this book is a must read.

“A single line to capture the core argument of this book: “It’s time for a new lens to understand the two superpowers: China is an engineering state, building at breakneck speed, in contrast to the United States’ lawyerly society, blocking everything it can, good or bad.”

Quel est le sujet de ce livre?

This book is a curated collection of Jeff Bezos's writings, including his Amazon shareholder letters, public speeches and interviews. The book offers insights into Bezos's philosophy on innovation, leadership and long-term thinking, revealing how Amazon grew from a small online bookstore into one of the world's most transformative companies.

Pourquoi le recommandez-vous?

Beyond its corporate context, the book encourages readers in any discipline to adopt a mindset of curiosity, resilience and continuous learning. The central theme is that innovation thrives not from avoiding failure, but from embracing experimentation as a disciplined, ongoing process.

“If you double the number of experiments you do per year, you're going to double your inventiveness.”

Quel est le sujet de ce livre?

Titan is a full -length biography on the life of John D. Rockefeller, Sr., the world's first billionaire and the creator of one of history most powerful and feared monopolies, Standard Oil.

Pourquoi le recommandez-vous?

With Elon Musk’s trillion-dollar pay package having been approved and the fortunes of the world’s AI titans continuing to soar, fears are mounting that the United States is drifting toward a new era of plutocracy, one dominated by the Magnificent Seven, whose growing power evokes the monopolies of the past like Standard Oil.

“I would rather earn 1% off a 100 people's efforts than 100% of my own efforts.” ― John D. Rockefeller”

Quel est le sujet de ce livre?

This book explores the idea that true wealth isn’t about how much money you have, but how intentionally you use it to create a meaningful life.

Pourquoi le recommandez-vous?

There are countless books on making money and investing wisely, yet surprisingly few on an equally important topic: how to spend money in a way that actually makes life better. Spending is universal no matter your wealth. Housel reminds us that personal finance is far more personal than finance. Money is less about spreadsheets and more about stories, especially the ones we tell ourselves. Good spending aligns with your true values rather than status or comparison, and the greatest thing money can buy is control over your time and your stress.

“Past a certain level of basic spending, every notch of higher lifestyle comes with social obligations, judgements by others, and shifts in your own expectation that are very real liabilities but easy to ignore.”

Quel est le sujet de ce livre?

A book for Founders/CEOs on how to continually reinvent themselves and their company.

Pourquoi le recommandez-vous?

We are continuously assessing management teams and CEOs as part of our search for businesses that can achieve high compound growth rates over the long term. Understanding the principles of how CEOs build high growth companies helps us to identify those traits in the CEOs we look to invest in.

“CEOs have to continually ask Who not How when continuing to scale their company.  It speaks to CEOs that bring on a talented team to grow their business.”