investing wisdom

Conviction

The document delves into the importance of conviction in business ownership, detailing the role of explicit and implicit convictions in investing decisions and the concept of Quality in company assessment.

greenlealane.com

aalex

wonderful essay on conviction in investing and life

Who Is On the Other Side?

Michael Mauboussin macro-ops.com

Matthew Giampetroni

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S

Making Dollars Using Sense

Tom White whitenoise.email

Tom White

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

sari