investing wisdom
Daniel Bakalarz and
investing wisdom
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)
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
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Reflections on the Ten Attributes of Great Investors
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BUFFETT "In almost sixty years of investing, we've found it practically useless to give advice to anyone.”
"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.
static1.squarespace.comNZS 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.