investing wisdom
Daniel Bakalarz and
investing wisdom
Unwrapping the Gift
joincolossus.com
- 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
Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes
The better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.
Jeremy Giffontwitter.com
BUFFETT "In almost sixty years of investing, we've found it practically useless to give advice to anyone.”