investing wisdom

investing wisdom

Daniel Bakalarz and

This Time is Different

Tom White whitenoise.email

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

Speedwell Research speedwellmemos.com

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Who Is On the Other Side?

Michael Mauboussin macro-ops.com

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Matthew Giampetroni

Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

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

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Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

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Capital Allocation

Michael Mauboussin morganstanley.com

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Matthew Giampetroni

Easy Money

oaktreecapital.com

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Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles

Tobias Huber deliverypdf.ssrn.com

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Matthew Giampetroni