Future of Wealth Management and Investing

Timothy Shih and

Five biggest takeaways from Warren Buffett and Charlie Munger’s Berkshire Hathaway annual meet

Guatam Baid financialexpress.com

Daniel Bakalarz

VCs act wise as everyone in start-ups gets fired

afr.com

Nick

Multicoin Capital: The Outsiders

Mario Gabriele readthegeneralist.com

Timothy Shih

A Powerful Pitch Framework from the Hustle’s Sam Parr

Medium medium.com

Jordan Bester

Investment Principles.pdf

drive.google.com

JJuan Orbea

Investment Principles recollection by some of history’s best investors.

Making Dollars Using Sense

Tom White whitenoise.email

Tom White

Startups and Macro Risk

Albert Wenger continuations.com

kev

Confessions of an Investment Banker Turned VC | MHV | Monk's Hill Ventures

Ganesh Ramakrishnan monkshill.com

Jay Matthews

"An investment philosophy on ‘complexity investing’ from NZS Capital"

Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.

static1.squarespace.com

JJuan Orbea

NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.