investing wisdom
Daniel Bakalarz and
investing wisdom
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
LinkInvesting is Just Answering a Series of Questions: Explaining the Reverse DCF
Speedwell Researchspeedwellmemos.com
Studying Yourself
Studying Yourself In the world of investing, there are two areas of study. The first world is outward-facing—the study of what makes a good investment opportunity, a good business, fundamentals, frameworks, etc. This is where most people spend all of their time studying, and with good reason. It...
docs.google.com
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
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Barriers to scaling investment managers - really good memo
the best way to achieve your goal is to deserve it
BUFFETT "In almost sixty years of investing, we've found it practically useless to give advice to anyone.”
Conviction
The document delves into the importance of conviction in business ownership, detailing the role of explicit and implicit convictions in investing decisions and the concept of Quality in company assessment.
greenlealane.comwonderful essay on conviction in investing and life
