investing wisdom

Daniel Bakalarz and

Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com

aalex

Barriers to scaling investment managers - really good memo

Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor (#576)

tim.blog

sari

Black Swan Farming

Paul Graham paulgraham.com

Ajinkya Wadhwa

Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

sari

The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing

Benjamin Graham amazon.com

sari

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

tim.blog

sari

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.com

aalex

wonderful essay on conviction in investing and life

Thumbnail of www-x-com-datarade-status-1808705176179462467

Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful. https://t.co/Hm21YBUSFl

Kumar

x.com

alex

This Time is Different

Tom White whitenoise.email

Tom White