investing wisdom
Daniel Bakalarz and
investing wisdom
Seth A. Klarman remarks at MIT
valuehunter.files.wordpress.comFive Lies That Can Ruin Your Life
bowtiedbull.substack.com
- 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
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 Lewistwitter.comStockcircle - Analyse Portfolios of Investment Gurus
stockcircle.com
Investing isn’t an IQ test, it’s a test of character
Tim Ferriss • Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor (#576)
the best way to achieve your goal is to deserve it