investing wisdom

investing wisdom

Daniel Bakalarz and

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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Building & Investing in Marketplaces

joincolossus.com

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

Lux Capital anchor.fm

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Speculation is the new luxury good

Seth Godin seths.blog

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Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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Daniel Bakalarz

The Attention Span. “Racehorses and Psychopaths.”

Tom Morgan thekcpgroup.com

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Daniel Bakalarz

Studying Yourself

Studying Yourself In the world of investing, there are two areas of study. The first world is outward-facing—the study of what makes a good investment opportunity, a good business, fundamentals, frameworks, etc. This is where most people spend all of their time studying, and with good reason. It...

docs.google.com

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Who Is On the Other Side?

Michael Mauboussin macro-ops.com

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Matthew Giampetroni

Capital Allocation

Michael Mauboussin morganstanley.com

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Matthew Giampetroni