investing wisdom

Daniel Bakalarz and

Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.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

🧵12 Threads for Learning to Trade Options🧵 Stop wasting ur time and money on 600-page textbooks & 2 yrs of MBA. The BEST RESOURCES on options trading come from actual pro traders, many of them right here! A syllabus of 12 threads/pods/blogs to grow your knowledge... See more

name twitter.com

Kassen Qian

Investment Principles.pdf

drive.google.com

JJuan Orbea

Investment Principles recollection by some of history’s best investors.

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

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

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

The Inward Draw of Capitalism

Jake justjake.substack.com

Ian Vanagas