investing wisdom

This Time is Different

Tom Whitewhitenoise.email
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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Researchspeedwellmemos.com
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Stockcircle - Analyse Portfolios of Investment Gurus

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

tim.blog

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

Tobias Huberdeliverypdf.ssrn.com