investing wisdom

Daniel Bakalarz and

Five Lies That Can Ruin Your Life

BowTied Bull bowtiedbull.substack.com

Patricia Mou

Thumbnail of www-x-com-datarade-status-1808705176179462467

Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful. https://t.co/Hm21YBUSFl

Kumar

x.com

alex

The Inward Draw of Capitalism

Jake justjake.substack.com

Ian Vanagas

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

Juan Orbea

The Attention Span. “Racehorses and Psychopaths.”

Tom Morgan thekcpgroup.com

Daniel Bakalarz

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

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

Tobias Huber deliverypdf.ssrn.com

Matthew Giampetroni

Conviction

The document delves into the importance of conviction in business ownership, detailing the role of explicit and implicit convictions in investing decisions and the concept of Quality in company assessment.

greenlealane.com

aalex

wonderful essay on conviction in investing and life

Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.com

sari