investing wisdom

investing wisdom

Daniel Bakalarz and

The Attention Span. “Racehorses and Psychopaths.”

Tom Morgan thekcpgroup.com

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Daniel Bakalarz

Reflections on the Ten Attributes of Great Investors

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Daniel Bakalarz

Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

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Michael Mauboussin — How Great Investors Make Decisions, Harnessing The Wisdom (vs. Madness) of Crowds, Lessons from Race Horses, and More (#659) - The Blog of Author Tim Ferriss

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Thriving in Changing Markets

joincolossus.com

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

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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

Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.com

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Seth A. Klarman remarks at MIT

valuehunter.files.wordpress.com

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Daniel Bakalarz