investing wisdom

Daniel Bakalarz and

The Superinvestors of Graham-and-Doddsville

Warren Buffett www8.gsb.columbia.edu

Daniel Bakalarz

Thriving in Changing Markets

joincolossus.com

Bryant Wu

Security Error | Columbia Business School

www8.gsb.columbia.edu

Daniel Bakalarz

As a potential buyer of a business, don’t get wrapped up in financial jargon and overcomplicated questions

Questions To Ask: What does this business do? Why do people buy this business and not the other business? How do you make money? How did this start? How did you get here?

Lesson: “And so it’s just asking really simple questions, like why is the

Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

alex

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

The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing

Benjamin Graham amazon.com

sari

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

Lux Capital anchor.fm

Juan Orbea

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

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

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