investing wisdom

Daniel Bakalarz and

As a potential buyer of a business, don’t get wrapped up in financial jargon and overcomplicated questions

Questions To Ask: What does this business do? Why do people buy this business and not the other business? How do you make money? How did this start? How did you get here?

Lesson: “And so it’s just asking really simple questions, like why is the

Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

alex

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

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

Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

amazon.es

Cover of Soros on Soros: Staying Ahead of the Curve

Juan Orbea

Stockcircle - Analyse Portfolios of Investment Gurus

stockcircle.com

sari

Capital Allocation

Michael Mauboussin morganstanley.com

Matthew Giampetroni

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

What they tell you: If you invested $100 in Apple's IPO and and held shares until today, that investment would be worth about $100,000. What they don't tell you: If you invested $100 in Apple's IPO and held shares until today, you would've endured 23 declines of 20% or more.

Callie Cox

twitter.com

sari

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

Tobias Huber deliverypdf.ssrn.com

Matthew Giampetroni