investing wisdom

Daniel Bakalarz and

How does Early-Stage Venture Capital Perform in a Recession?

Itamar Novick blog.stonks.com

Tom White

Quotes from Seth Klarman Interview

The Transcript thetranscript.substack.com

sari

Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles

Tobias Huber deliverypdf.ssrn.com

Matthew Giampetroni

The Superinvestors of Graham-and-Doddsville

Warren Buffett www8.gsb.columbia.edu

Daniel Bakalarz

What Microsoft Is this the Altair Basic of?

Paul Graham paulgraham.com

Ajinkya Wadhwa

Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf

drive.google.com

aalex

Barriers to scaling investment managers - really good memo

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 Lewis twitter.com

sari

A fundamentals driven crypto investment firm

Evan Fisher portal.vc

Austin Castellaw

Robert Vinall Omaha, 1 May ppt download

Robert Vinall slideplayer.com

ssari

very good deck on investing wisdom