investing wisdom

investing wisdom

Daniel Bakalarz and

becomeaninvestor.org

becomeaninvestor.org

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The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing

Benjamin Graham amazon.com

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On bullshit in investing

Benn Eifert noahpinion.substack.com

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Robert Vinall Omaha, 1 May ppt download

Robert Vinall slideplayer.com

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very good deck on investing wisdom

A fundamentals driven crypto investment firm

Evan Fisher portal.vc

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Austin Castellaw

Perhaps our greatest achievement is not being present by "Securities"

Lux Capital anchor.fm

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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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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

Capital Allocation

Michael Mauboussin morganstanley.com

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Matthew Giampetroni