investing wisdom
Daniel Bakalarz and
investing wisdom
Stocktwits - Stock Market Live Quotes, Social Community Discussions, News, Stock Rankings & Earnings
stocktwits.com
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...
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"An investment philosophy on ‘complexity investing’ 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.
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
Stockcircle - Analyse Portfolios of Investment Gurus
stockcircle.com
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
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