investing wisdom
investing wisdom
Daniel Bakalarz
and
16 others
Market-Expected Return on Investment Bridging Accounting and Valuation
Counterpoint Global Insights
morganstanley.com
D
Daniel Bakalarz
Why Diversification Results In Mediocrity
Mike Speiser
research.gigaom.com
s
sari
3
3
The Attention Span. “Racehorses and Psychopaths.”
The KCP Group
thekcpgroup.com
D
Daniel Bakalarz
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Speedwell Research
speedwellmemos.com
a
alex
Quotes from Seth Klarman Interview
Das Narayandas
thetranscript.substack.com
s
sari
A fundamentals driven crypto investment firm
Evan Fisher
portal.vc
A
Austin Castellaw
5
5
The Three Sides of Risk
Morgan Housel
collabfund.com
s
sari
A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994
Charlie Munger
strongfitlibrary.com
D
Daniel Bakalarz
3
3
On bullshit in investing
Benn Eifert
noahpinion.substack.com
s
sari