investing wisdom

Daniel Bakalarz and

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

Speedwell Research speedwellmemos.com

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Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Guatam Baid • 9 highlights

amazon.com

Cover of Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Daniel Bakalarz

What Microsoft Is this the Altair Basic of?

Paul Graham paulgraham.com

Ajinkya Wadhwa

becomeaninvestor.org

Alara

Who Is On the Other Side?

Michael Mauboussin macro-ops.com

Matthew Giampetroni

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S

I’m often asked about my investing framework. I don’t have one; I vibe. What does this mean? Frameworks arise each time anew – assembled on the fly in concert with the uniqueness of the entrepreneurs and their pursuits. This is vibe capital.

Geoff Lewis twitter.com

sari

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

As a potential buyer of a business, don’t get wrapped up in financial jargon and overcomplicated questions

Questions To Ask: What does this business do? Why do people buy this business and not the other business? How do you make money? How did this start? How did you get here?

Lesson: “And so it’s just asking really simple questions, like why is the

Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

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