investing wisdom
Daniel Bakalarz and
investing wisdom
Market-Expected Return on Investment Bridging Accounting and Valuation
Counterpoint Global Insightsmorganstanley.comCopy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
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 Giffontwitter.com
Reflections on the Ten Attributes of Great Investors
1icz9g2sdfe31jz0lglwdu48.wpengine.netdna-cdn.com
