investing wisdom

Daniel Bakalarz and

Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More (#651) - The Blog of Author Tim Ferriss

tim.blog

sari

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

drive.google.com

aalex

Barriers to scaling investment managers - really good memo

I’m often asked about my investing framework. I don’t have one; I vibe. What does this mean? Frameworks arise each time anew – assembled on the fly in concert with the uniqueness of the entrepreneurs and their pursuits. This is vibe capital.

Geoff Lewis twitter.com

sari

A fundamentals driven crypto investment firm

Evan Fisher portal.vc

Austin Castellaw

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

Tobias Huber deliverypdf.ssrn.com

Matthew Giampetroni

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

Juan Orbea

Making Dollars Using Sense

Tom White whitenoise.email

Tom White

Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor (#576)

tim.blog

sari

How does Early-Stage Venture Capital Perform in a Recession?

Itamar Novick blog.stonks.com

Tom White