investing wisdom

investing wisdom

Daniel Bakalarz and

This Time is Different

Tom White whitenoise.email

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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

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Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

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A fundamentals driven crypto investment firm

Evan Fisher portal.vc

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Austin Castellaw

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

Speedwell Research speedwellmemos.com

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Making Dollars Using Sense

Tom White whitenoise.email

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Unwrapping the Gift

joincolossus.com

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Capital Allocation

Michael Mauboussin morganstanley.com

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Matthew Giampetroni

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

Itamar Novick blog.stonks.com

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Seth A. Klarman remarks at MIT

valuehunter.files.wordpress.com

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Daniel Bakalarz