investing wisdom

Daniel Bakalarz and

Thumbnail of www-x-com-datarade-status-1808705176179462467

Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful. https://t.co/Hm21YBUSFl

Kumar

x.com

alex

A fundamentals driven crypto investment firm

Evan Fisher portal.vc

Austin Castellaw

Quotes from Seth Klarman Interview

Das Narayandas thetranscript.substack.com

sari

Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com

aalex

Barriers to scaling investment managers - really good memo

The Three Sides of Risk

Morgan Housel collabfund.com

sari

"Enough"

John C. Bogle jamesclear.com

Lillian Sheng

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

How does Early-Stage Venture Capital Perform in a Recession?

Itamar Novick blog.stonks.com

Tom White

Capital Allocation

Michael Mauboussin morganstanley.com

Matthew Giampetroni