The Marlowe Manual

The Ocean Doesn't Care About Your Swimming Lessons

"Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally."

Ex Libris

Marlowe Partners

Where Are the Walmart Billionaires?

"If you look at the 30 or 40 wealthiest people in the world, you'll see that many of them are entrepreneurs... they are investors who own one stock and never sell it."

The Ocean Doesn't Care

"The ocean doesn't care about your swimming lessons. But if you're going to swim anyway, you should probably know how."

For Those Who Think in Decades

This is not a typical investment book. It is a collection of questions and answers from conversations with institutional allocators, built on decades of deep fundamental research and psychological discipline. For those seeking intergenerational wealth creation through patient capital and concentrated portfolios.

Volume I asks a fundamental question: "Where are the Walmart billionaires?" It explores how capital actually compounds—and why most investors never experience it. This is for allocators who think in decades, who want to compound capital rather than collect fees, and who understand that extraordinary returns come from operating away from the crowd.

Volume I