investing wisdom

Daniel Bakalarz and

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

alex

Capital Allocation

Michael Mauboussin morganstanley.com

Matthew Giampetroni

A Powerful Pitch Framework from the Hustle’s Sam Parr

Medium medium.com

Jordan Bester

Stocktwits - Stock Market Live Quotes, Social Community Discussions, News, Stock Rankings & Earnings

stocktwits.com

sari

Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

sari

aalex

the best way to achieve your goal is to deserve it

The better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.

Jeremy Giffon twitter.com

sari

The Attention Span. “Racehorses and Psychopaths.”

The KCP Group thekcpgroup.com

Daniel Bakalarz

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S