investing wisdom

aalex

The Attention Span. “Racehorses and Psychopaths.”

The KCP Groupthekcpgroup.com

Why Diversification Results In Mediocrity

Mike Speiserresearch.gigaom.com
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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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aalex

Investment Principles.pdf

drive.google.com
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JJuan Orbea

Callie Coxtwitter.com

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

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insightsmorganstanley.com