investing wisdom

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insightsmorganstanley.com
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Daniel Bakalarz

Why Diversification Results In Mediocrity

Mike Speiserresearch.gigaom.com
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sari

The Attention Span. “Racehorses and Psychopaths.”

The KCP Groupthekcpgroup.com
D

Daniel Bakalarz

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

Speedwell Researchspeedwellmemos.com
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alex

Quotes from Seth Klarman Interview

Das Narayandasthetranscript.substack.com
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sari

A fundamentals driven crypto investment firm

Evan Fisherportal.vc
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Austin Castellaw

The Three Sides of Risk

Morgan Houselcollabfund.com
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sari

A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994

Charlie Mungerstrongfitlibrary.com
D

Daniel Bakalarz

On bullshit in investing

Benn Eifertnoahpinion.substack.com
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sari