investing wisdom

investing wisdom

Daniel Bakalarz and

Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

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Security Error | Columbia Business School

www8.gsb.columbia.edu

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Daniel Bakalarz

Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles

Tobias Huber deliverypdf.ssrn.com

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Matthew Giampetroni

Making Dollars Using Sense

Tom White whitenoise.email

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The New Growth Mindset with Sean Ellis & James Currier

James Currier nfx.com

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Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com

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Barriers to scaling investment managers - really good memo

As a potential buyer of a business, don’t get wrapped up in financial jargon and overcomplicated questions

Questions To Ask: What does this business do? Why do people buy this business and not the other business? How do you make money? How did this start? How did you get here?

Lesson: “And so it’s just asking really simple questions, like why is the

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Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

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Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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Daniel Bakalarz

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the best way to achieve your goal is to deserve it