investing wisdom

investing wisdom

Daniel Bakalarz and

🧵12 Threads for Learning to Trade Options🧵 Stop wasting ur time and money on 600-page textbooks & 2 yrs of MBA. The BEST RESOURCES on options trading come from actual pro traders, many of them right here! A syllabus of 12 threads/pods/blogs to grow your knowledge... See more

name twitter.com

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Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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Daniel Bakalarz

This Time is Different

Tom White whitenoise.email

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

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

Tobias Huber deliverypdf.ssrn.com

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Matthew Giampetroni

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the best way to achieve your goal is to deserve it

Black Swan Farming

Paul Graham paulgraham.com

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Speculation is the new luxury good

Seth Godin seths.blog

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

drive.google.com

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Barriers to scaling investment managers - really good memo