investing wisdom

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994

The Attention Span. “Racehorses and Psychopaths.”

Capital Allocation

Reflections on the Ten Attributes of Great Investors

Studying Yourself

Studying Yourself In the world of investing, there are two areas of study. The first world is outward-facing—the study of what makes a good investment opportunity, a good business, fundamentals, frameworks, etc. This is where most people spend all of their time studying, and with good reason. It...

On bullshit in investing