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michael lewis

T3 · host / generalist

Bestselling author known for narrative nonfiction on finance, sports, and technology; Princeton alum; bought Berkshire Hathaway in 2008 crisis; minor owner of IPL's Rajasthan Royals; deep student of creative process and collaboration.

3 calls·3 names·100% bull·last heard 8 months ago·Acquired
track recordleaderboard →
hit rate
0%
avg alpha
-13.7pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$BRK.BBerkshire Hathawayposition

Michael Lewis bought Berkshire in 2008 crisis and held; Buffett tracks individual shareholders

Lewis bought A-shares during the financial crisis believing Buffett's capital would be uniquely valuable; Buffett monitors who buys/sells shares and knew Lewis's cost basis and charitable donations.

Acquired2025-12→
2ndmedium conviction
$ONONOn Runningposition

Michael Lewis wears On shoes; Federer equity deal cited as athlete endorsement gold standard

Lewis switched from Hoka to On after spending time with Roger Federer; On's early equity deal with Federer (who only aligns with products he loves) plus Nike's retail misstep created opening for On/Hoka to capture market share.

Acquired2025-12→
3rdmedium conviction
$RENAISSANCERenaissance Technologies

Medallion Fund may have invented machine learning decades early and kept it secret

Lewis and hosts speculate Renaissance invented ML-like signal extraction 10-20 years before academia, hid it while exploiting weak predictable alpha, making it one of Wall Street's two great mysteries alongside Satoshi.

Acquired2025-12→

most discussed · click a bar to filter

recurring themes

3 total
$ONON
···
On Running
MEDmichael lewis·Acquired·8 months ago· position
Michael Lewis wears On shoes; Federer equity deal cited as athlete endorsement gold standard
Lewis switched from Hoka to On after spending time with Roger Federer; On's early equity deal with Federer (who only aligns with products he loves) plus Nike's retail misstep created opening for On/Hoka to capture market share.
"These are ons... oddly, I spent a couple days with Roger Federer this summer and I and I just discovered them. So, I we had the, uh, the on conversation and made me kind of like a…"
158:11
$BRK.B
···
Berkshire Hathaway
HIGHmichael lewis·Acquired·8 months ago· position
Michael Lewis bought Berkshire in 2008 crisis and held; Buffett tracks individual shareholders
Lewis bought A-shares during the financial crisis believing Buffett's capital would be uniquely valuable; Buffett monitors who buys/sells shares and knew Lewis's cost basis and charitable donations.
"I bought a chunk of the ashares and I've just sat on them... he says he bought it like what the book value to you know that ratio he bought it as cheap as it's ever been and he sa…"
20:05
$RENAISSANCE
Renaissance Technologies
MEDmichael lewis·Acquired·8 months ago
Medallion Fund may have invented machine learning decades early and kept it secret
Lewis and hosts speculate Renaissance invented ML-like signal extraction 10-20 years before academia, hid it while exploiting weak predictable alpha, making it one of Wall Street's two great mysteries alongside Satoshi.
"I kind of like the take that they invented machine learning a decade or two before and kept it secret that resembles LLMs and that they were able to find signal that existed only…"
103:41