investing wisdom

investing wisdom

Daniel Bakalarz and

Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

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Quotes from Seth Klarman Interview

Das Narayandas thetranscript.substack.com

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Reflections on the Ten Attributes of Great Investors

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Daniel Bakalarz

Capital Allocation

Michael Mauboussin morganstanley.com

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Matthew Giampetroni

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

Making Dollars Using Sense

Tom White whitenoise.email

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

Tobias Huber deliverypdf.ssrn.com

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Matthew Giampetroni

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

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Unwrapping the Gift

joincolossus.com

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