investing wisdom

investing wisdom

Daniel Bakalarz and

The Attention Span. “Racehorses and Psychopaths.”

Tom Morgan thekcpgroup.com

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Daniel Bakalarz

The better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.

Jeremy Giffon twitter.com

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Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

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Making Dollars Using Sense

Tom White whitenoise.email

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Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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Daniel Bakalarz

The New Growth Mindset with Sean Ellis & James Currier

James Currier nfx.com

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Unwrapping the Gift

joincolossus.com

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Investing isn’t an IQ test, it’s a test of character

Tim Ferriss • Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor (#576)

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

Speedwell Research speedwellmemos.com

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