investing wisdom
Daniel Bakalarz and
investing wisdom
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Speedwell Researchspeedwellmemos.com
Security Error | Columbia Business School
www8.gsb.columbia.eduCopy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
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
Market-Expected Return on Investment Bridging Accounting and Valuation
Counterpoint Global Insightsmorganstanley.com