investing wisdom

Daniel Bakalarz and

Easy Money

oaktreecapital.com

Mage

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

Itamar Novick blog.stonks.com

Tom White

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

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

sari

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

Juan Orbea

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)

sari

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

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

Investment Principles.pdf

drive.google.com

JJuan Orbea

Investment Principles recollection by some of history’s best investors.