investing wisdom

The Attention Span. “Racehorses and Psychopaths.”

The KCP Groupthekcpgroup.com

Seth A. Klarman remarks at MIT

valuehunter.files.wordpress.com

Thriving in Changing Markets

joincolossus.com

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insightsmorganstanley.com

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

Building & Investing in Marketplaces

joincolossus.com

aalex

"An investment philosophy on ‘complexity investing’ from NZS Capital"

Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.

static1.squarespace.com

JJuan Orbea