investing wisdom

Daniel Bakalarz and

Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More (#651) - The Blog of Author Tim Ferriss

tim.blog

sari

"Enough"

John C. Bogle jamesclear.com

Lillian Sheng

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

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

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

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

tim.blog

sari

Five Lies That Can Ruin Your Life

bowtiedbull.substack.com

Patricia Mou

What Microsoft Is this the Altair Basic of?

Paul Graham paulgraham.com

Ajinkya Wadhwa

Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles

Tobias Huber deliverypdf.ssrn.com

Matthew Giampetroni