investing wisdom
Daniel Bakalarz and
investing wisdom
What they tell you:
If you invested $100 in Apple's IPO and and held shares until today, that investment would be worth about $100,000.
What they don't tell you:
If you invested $100 in Apple's IPO and held shares until today, you would've endured 23 declines of 20% or more.
BUFFETT "In almost sixty years of investing, we've found it practically useless to give advice to anyone.”
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Speedwell Researchspeedwellmemos.com
🧵12 Threads for Learning to Trade Options🧵
Stop wasting ur time and money on 600-page textbooks & 2 yrs of MBA.
The BEST RESOURCES on options trading come from actual pro traders, many of them right here!
A syllabus of 12 threads/pods/blogs to grow your knowledge & PnL:
👇
- 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
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo