investing wisdom
Daniel Bakalarz and
investing wisdom
Investment Principles.pdf
drive.google.com
Investment Principles recollection by some of history’s best investors.
Conviction
The document delves into the importance of conviction in business ownership, detailing the role of explicit and implicit convictions in investing decisions and the concept of Quality in company assessment.
greenlealane.comwonderful essay on conviction in investing and life
Building & Investing in Marketplaces
joincolossus.comCopy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
Studying Yourself
Studying Yourself In the world of investing, there are two areas of study. The first world is outward-facing—the study of what makes a good investment opportunity, a good business, fundamentals, frameworks, etc. This is where most people spend all of their time studying, and with good reason. It...
docs.google.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: “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
the best way to achieve your goal is to deserve it