investing wisdom

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Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful. https://t.co/Hm21YBUSFl

I’m often asked about my investing framework. I don’t have one; I vibe. What does this mean? Frameworks arise each time anew – assembled on the fly in concert with the uniqueness of the entrepreneurs and their pursuits. This is vibe capital.

Geoff Lewis twitter.com

sari

Robert Vinall Omaha, 1 May ppt download

Robert Vinall slideplayer.com

ssari

very good deck on investing wisdom

The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing

Benjamin Graham amazon.com

sari

Black Swan Farming

Paul Graham paulgraham.com

Ajinkya Wadhwa

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

Seth A. Klarman remarks at MIT

valuehunter.files.wordpress.com

Daniel Bakalarz

Thriving in Changing Markets

joincolossus.com

Bryant Wu

Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com

aalex

Barriers to scaling investment managers - really good memo