investing wisdom

Daniel Bakalarz and

The Attention Span. “Racehorses and Psychopaths.”

The KCP Group thekcpgroup.com

Daniel Bakalarz

Seth A. Klarman remarks at MIT

valuehunter.files.wordpress.com

Daniel Bakalarz

Thriving in Changing Markets

joincolossus.com

Bryant Wu

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

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 & PnL: 👇

Ming Zhao

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Kassen Qian

Building & Investing in Marketplaces

joincolossus.com

Bryant Wu

aalex

the best way to achieve your goal is to deserve it

"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.

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JJuan Orbea

NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.