investing wisdom

investing wisdom

Daniel Bakalarz and

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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Daniel Bakalarz

The Three Sides of Risk

Morgan Housel collabfund.com

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

Lux Capital anchor.fm

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Security Error | Columbia Business School

www8.gsb.columbia.edu

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Daniel Bakalarz

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

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Five Lies That Can Ruin Your Life

bowtiedbull.substack.com

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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

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Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More (#651) - The Blog of Author Tim Ferriss

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Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

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