investing wisdom

Daniel Bakalarz and

Making Dollars Using Sense

Tom White whitenoise.email

Tom White

Easy Money

oaktreecapital.com

Mage

What Microsoft Is this the Altair Basic of?

Paul Graham paulgraham.com

Ajinkya Wadhwa

I’m often asked about my investing framework. I don’t have one; I vibe. What does this mean? Frameworks arise each time anew – assembled on the fly in concert with the uniqueness of the entrepreneurs and their pursuits. This is vibe capital.

Geoff Lewis twitter.com

sari

Black Swan Farming

Paul Graham paulgraham.com

Ajinkya Wadhwa

Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

amazon.es

Cover of Soros on Soros: Staying Ahead of the Curve

Juan Orbea

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

Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

sari

Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com

aalex

Barriers to scaling investment managers - really good memo