investing wisdom

Daniel Bakalarz and

On bullshit in investing

Benn Eifert noahpinion.substack.com

sari

Who Is On the Other Side?

Michael Mauboussin macro-ops.com

Matthew Giampetroni

Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

sari

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

Speedwell Research speedwellmemos.com

alex

Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Guatam Baid • 9 highlights

amazon.com

Cover of Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Daniel Bakalarz

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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

sari

Thriving in Changing Markets

joincolossus.com

Bryant Wu

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

Charlie Munger strongfitlibrary.com

Daniel Bakalarz