investing wisdom

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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

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S

Investment Principles.pdf

drive.google.com

JJuan Orbea

Investment Principles recollection by some of history’s best investors.

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

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

alex

The New Growth Mindset with Sean Ellis & James Currier

James Currier nfx.com

Jordan Bester

🧵12 Threads for Learning to Trade Options🧵 Stop wasting ur time and money on 600-page textbooks & 2 yrs of MBA. The BEST RESOURCES on options trading come from actual pro traders, many of them right here! A syllabus of 12 threads/pods/blogs to grow your knowledge... See more

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Kassen Qian

Reflections on the Ten Attributes of Great Investors

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Daniel Bakalarz