investing wisdom
Daniel Bakalarz and
investing wisdom
Market-Expected Return on Investment Bridging Accounting and Valuation
Counterpoint Global Insightsmorganstanley.com
š§µ12 Threads for Learning to Trade Optionsš§µ
Stop wasting ur time and money on 600-page textbooks & 2 yrs of MBA.
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A syllabus of 12 threads/pods/blogs to grow your knowledge... See more
nametwitter.com- 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: āAnd so itās just asking really simple questions, like why is the
Drew Waterstreet ā¢ Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy ā¢ Podcast Notes
"An investment philosophy on ācomplexity investingā from NZS Capital"
Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.
static1.squarespace.comNZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.
