investing wisdom

investing wisdom

Daniel Bakalarz and

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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Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

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Building & Investing in Marketplaces

joincolossus.com

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Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

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Perhaps our greatest achievement is not being present by "Securities"

Lux Capital anchor.fm

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On bullshit in investing

Benn Eifert noahpinion.substack.com

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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

"Enough"

John C. Bogle jamesclear.com

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Michael Mauboussin — How Great Investors Make Decisions, Harnessing The Wisdom (vs. Madness) of Crowds, Lessons from Race Horses, and More (#659) - The Blog of Author Tim Ferriss

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