investing wisdom

Daniel Bakalarz and

How does Early-Stage Venture Capital Perform in a Recession?

Itamar Novick blog.stonks.com

Tom White

Quotes from Seth Klarman Interview

Das Narayandas thetranscript.substack.com

sari

A fundamentals driven crypto investment firm

Evan Fisher portal.vc

Austin Castellaw

🧵12 Threads for Learning to Trade Options🧵 Stop wasting ur time and money on 600-page textbooks & 2 yrs of MBA. The BEST RESOURCES on options trading come from actual pro traders, many of them right here! A syllabus of 12 threads/pods/blogs to grow your knowledge... See more

name twitter.com

Kassen Qian

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

Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

alex

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

Making Dollars Using Sense

Tom White whitenoise.email

Tom White

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

tim.blog

sari

The New Growth Mindset with Sean Ellis & James Currier

James Currier nfx.com

Jordan Bester