investing wisdom

Daniel Bakalarz and

Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

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Cover of Soros on Soros: Staying Ahead of the Curve

Juan Orbea

Easy Money

Howard Marks oaktreecapital.com

Mage

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

alex

Michael Mauboussin — How Great Investors Make Decisions, Harnessing The Wisdom (vs. Madness) of Crowds, Lessons from Race Horses, and More (#659) - The Blog of Author Tim Ferriss

tim.blog

sari

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

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

Lux Capital anchor.fm

Juan Orbea

Stocktwits - Stock Market Live Quotes, Social Community Discussions, News, Stock Rankings & Earnings

stocktwits.com

sari

Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Guatam Baid • 9 highlights

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Cover of Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Daniel Bakalarz

"An investment philosophy on ‘complexity investing’ from NZS Capital"

Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.

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JJuan Orbea

NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.