investing wisdom
Daniel Bakalarz and
investing wisdom
Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Tobias Huberdeliverypdf.ssrn.com
What they tell you:
If you invested $100 in Apple's IPO and and held shares until today, that investment would be worth about $100,000.
What they don't tell you:
If you invested $100 in Apple's IPO and held shares until today, you would've endured 23 declines of... See more
Callie Coxtwitter.comStockcircle - Analyse Portfolios of Investment Gurus
stockcircle.com
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
I’m often asked about my investing framework. I don’t have one; I vibe.
What does this mean? Frameworks arise each time anew – assembled on the fly in concert with the uniqueness of the entrepreneurs and their pursuits.
This is vibe capital.
Geoff Lewistwitter.com