Tyler G. Howell

Vice President @manualofideas / Director, Development @ AHC Funds

[Tyler G. Howell @Tyler_G_Howell]

Always a pleasure to host MOI members in Omaha!

[MOI Global @manualofideas]

Just released on Latticework: Best Ideas Omaha 2026: Takeaways from the MOI Global Breakfast - Idea Highlights: Builders FirstSource, CoStar Group, Hikari Tsushin, S&P Global, Trade Desk, TransDigm, U-Haul, U... https://t.co/itqsx1antv

[Pascio @IAmPascio]

Still can't get over this.

It's one of those pieces that I can keep reading every single day of the week:

[Tyler G. Howell @Tyler_G_Howell]

"A national dish that forgives you for doubting it. It expects the doubt. It waits for you on the other side of it."

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

USA. A breakfast counter. The waitress recommended the biscuits and gravy, and when the plate arrived, I thought something had gone wrong in the kitchen.

I say this with shame. The dish looked like a construction site after rain. Pale mounds. Gray ladle-fall. Speckles I could not identify.

In my land, the eye eats first. A meal is arranged like a garden. This meal was arranged like weather.

"Is it… finished?" I asked, carefully.

"Honey, that's what it looks like."

The man beside me was already eating his. He did not look up. "Just try it."

I am a man who has charged hillsides at dawn. I raised the fork. I tried it.

I must now formally apologize to the biscuits, the gravy, the waitress, the kitchen, and the entire breakfast tradition of the American South.

It was magnificent. Warm. Peppered. The biscuit drank the gravy the way a field drinks rain — THAT is why it is shaped like that, you fool — and every mound I had insulted was a soft fold of comfort that my homeland, in eight hundred years, never once thought to invent.

"Well?" the waitress asked.

"I judged it," I confessed. "By its appearance. I am ashamed."

"Everybody does, hon."

Everybody does. A national dish that forgives you for doubting it. It expects the doubt. It waits for you on the other side of it.

Do not judge the gravy by its face. Judge yourself, for hesitating.

I order it every Saturday now. I no longer see the construction site. I see only the garden.

It was a garden the whole time. The eye must be trained.

[Tyler G. Howell @Tyler_G_Howell]

The @FreddyLA7 feed might be the best thing that's happened on the internet in a long time. Pure fun.

[Alex Ward @alexbward]

Lincoln’s letter to Mrs. Bixby, always worth a read on Memorial Day

[BookNote @BookNoteApp]

Probably the best article I've read on 𝕏:

[John Mihaljevic @mihaljevic]

Allied Critical Metals ($ACM.CN), up 200+% YTD, was a large contributor to @massifcap's strong Q1.

The fascinating tidbit: "[ACM], a firm we have been invested in since 2024, when we were the first institutional investors in what was then a private entity, is seeking to develop the past-producing Borralha asset..."

@wmthomson22's ability to find these gems, and to find them early, is quite something.

[The Shift Journal @TheShiftJournal]

𝘠𝘰𝘶𝘳 𝘥𝘦𝘢𝘵𝘩 𝘸𝘪𝘭𝘭 𝘤𝘰𝘮𝘦 𝘰𝘯 𝘢𝘯 𝘰𝘳𝘥𝘪𝘯𝘢𝘳𝘺 𝘥𝘢𝘺, 𝘪𝘯 𝘵𝘩𝘦 𝘮𝘪𝘥𝘥𝘭𝘦 𝘰𝘧 𝘶𝘯𝘧𝘪𝘯𝘪𝘴𝘩𝘦𝘥 𝘱𝘭𝘢𝘯𝘴, 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘸𝘰𝘳𝘭𝘥 𝘸𝘪𝘭𝘭 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘺𝘰𝘶.

[FEAR GOD @FEARGODMINDSET]

Dostoevsky as always

[Oxana Dubrovina @DubrovinaOxana]

Beautiful

https://t.co/6vOgWchLTi%

[Giuliano @Giuliano_Mana]

Extraordinary results are just 1,000 boring days strung together.

[John Mihaljevic @mihaljevic]

Link to the one and only Semper Augustus annual letter (and much more) inside.

[Robert Pondiscio @rpondiscio]

"Man naturally desires, not only to be loved, but to be lovely" -- Adam Smith.

(h/t: @EconTalker)

[Tyler G. Howell @Tyler_G_Howell]

@GetOnTap Ralph Stanley! 🙌🏼

[Sahil Bloom @SahilBloom]

Underrated career advice: There's nothing more valuable than someone who can just figure it out. Do some work. Ask the key questions. Get it done. Repeat. If you do that, people will fight over you.

[Christopher Tsai @tsaicapital]

Excited to share our 2025 Investor Letter, "What the Hell is Water?" — exploring the invisible assumptions shaping true value creation. Drawing on David Foster Wallace, Marshall McLuhan, and more.

[Barrett Linburg @DallasAptGP]

One of my biggest LPs told me today that this old Kissinger story is exactly what I do as a developer.

He's right.

This is a great lesson on dealmaking, and it has nothing to do with real estate.

A journalist once asked Kissinger to explain "shuttle diplomacy."

Kissinger says: "You want to marry Rockefeller's daughter to a simple guy from a Siberian village."

Here's how he does it:

He goes to the Siberian peasant. "Do you want to marry an American lady?"

The peasant says, "Why? We have great girls here."

Kissinger replies, "But she's Rockefeller's daughter." The peasant: "Oh. This changes everything."

Then he goes to a Swiss bank board. "Do you want a Siberian peasant as your president?" They say, "No way."

Kissinger: "But what if he's Rockefeller's son-in-law?"

The board: "Oh. This changes everything."

Then he goes to Rockefeller. "Would you like your daughter to marry a Russian peasant?" Rockefeller scoffs.

Kissinger: "But he's president of a Swiss bank."

Rockefeller calls out: "Susie! Come here, Mr. Kissinger has found a good fiance for you. He's the president of a Swiss bank!"

Susie says: "But all financiers are skinny boring men."

Kissinger: "But this one is a big Siberian man."

Susie: "Oh. This changes everything."

[John Mihaljevic @mihaljevic]

Great investing follows for 2026:
@ChrisBloomstran
@ElliotTurn
@tsaicapital
@MohnishPabrai
@PenderDave
@BillBrewsterTBB
@danielgladis
@Logos_LP
@LCTempleton
@GreenhavenRoad
@BobRobotti
@bogumil_nyc
@MikeFritzell
@ClarkSquareCap
@HiddenGemsInves
@david_katunaric
@evfcfaddict