investing wisdom

A Powerful Pitch Framework from the Hustle’s Sam Parr

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

alex

Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Guatam Baid • 9 highlights

amazon.com

Cover of Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Daniel Bakalarz

Investment Principles.pdf

drive.google.com

JJuan Orbea

Investment Principles recollection by some of history’s best investors.

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.com

sari

Who Is On the Other Side?

Michael Mauboussin macro-ops.com

Matthew Giampetroni

Unwrapping the Gift

joincolossus.com

Bryant Wu

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

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