investing wisdom

What Microsoft Is this the Altair Basic of?

Paul Grahampaulgraham.com
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Quotes from Seth Klarman Interview

Seth Klarmanthetranscript.substack.com
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Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insightsmorganstanley.com

Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com
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aalex

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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Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

amazon.es
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Thriving in Changing Markets

joincolossus.com

The Three Sides of Risk

collabfund.comcollabfund.com
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The New Growth Mindset with Sean Ellis & James Currier

NFXnfx.com
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Why Diversification Results In Mediocrity

Mike Speiserresearch.gigaom.com
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