investing wisdom
Daniel Bakalarz and
investing wisdom
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Speedwell Researchspeedwellmemos.com
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
becomeaninvestor.org
becomeaninvestor.org
A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994
Charlie Mungerstrongfitlibrary.comBuilding & Investing in Marketplaces
joincolossus.com
The better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.
Jeremy Giffontwitter.com