investing wisdom

investing wisdom

Daniel Bakalarz and

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

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Building & Investing in Marketplaces

joincolossus.com

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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

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

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The Attention Span. “Racehorses and Psychopaths.”

Tom Morgan thekcpgroup.com

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Daniel Bakalarz

The Inward Draw of Capitalism

Jake justjake.substack.com

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Black Swan Farming

Paul Graham paulgraham.com

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Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

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Daniel Bakalarz

Robert Vinall Omaha, 1 May ppt download

Robert Vinall slideplayer.com

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very good deck on investing wisdom

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

Speedwell Research speedwellmemos.com

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