investing wisdom

Daniel Bakalarz and

Reflections on the Ten Attributes of Great Investors

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Daniel Bakalarz

Capital Allocation

Michael Mauboussin morganstanley.com

Matthew Giampetroni

Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.com

sari

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 Lewis twitter.com

sari

Five Lies That Can Ruin Your Life

bowtiedbull.substack.com

Patricia Mou

Investment Principles.pdf

drive.google.com

JJuan Orbea

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

Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

amazon.es

Cover of Soros on Soros: Staying Ahead of the Curve

Juan Orbea

A Powerful Pitch Framework from the Hustle’s Sam Parr

Medium medium.com

Jordan Bester

Perhaps our greatest achievement is not being present by "Securities"

Lux Capital anchor.fm

Juan Orbea