investing wisdom
Daniel Bakalarz and
investing wisdom
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
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
Investment Principles.pdf
drive.google.com
Investment Principles recollection by some of history’s best investors.
What they tell you:
If you invested $100 in Apple's IPO and and held shares until today, that investment would be worth about $100,000.
What they don't tell you:
If you invested $100 in Apple's IPO and held shares until today, you would've endured 23 declines of... See more
Callie Coxtwitter.comThe better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.
Jeremy Giffontwitter.combecomeaninvestor.org
becomeaninvestor.org