investing wisdom

investing wisdom

Daniel Bakalarz and

Speculation is the new luxury good

Seth Godin seths.blog

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Unwrapping the Gift

joincolossus.com

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What Microsoft Is this the Altair Basic of?

Paul Graham paulgraham.com

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A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994

Charlie Munger strongfitlibrary.com

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Daniel Bakalarz

Reflections on the Ten Attributes of Great Investors

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Daniel Bakalarz

Capital Allocation

Michael Mauboussin morganstanley.com

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Matthew Giampetroni

The Three Sides of Risk

Morgan Housel collabfund.com

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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

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

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Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.com

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