Making Sense of the Market
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Making Sense of the Market
Warren Buffett: How To Find Economic Moats (2022)
youtube.comAsh Fontana and Leo Polovets on Data Moats and the Future of Venture Capital
open.spotify.comis smart to have a deep appreciation for economic and investing history. History helps us calibrate our expectations, study where people tend to go wrong, and offers a rough guide of what tends to work. But it is not, in any way, a map of the future.
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Damodaran on Valuation: Security Analysis for Investment and Corporate Finance (Wiley Finance)
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markets are highly competitive, and money managers charge fees that diminish returns.
Michael J. Mauboussin • Think Twice: Harnessing the Power of Counterintuition
In Search of a Steady State: Inflation, Interest Rates and Value
aswathdamodaran.blogspot.com