investing wisdom

Daniel Bakalarz and

Seth A. Klarman remarks at MIT

valuehunter.files.wordpress.com

Daniel Bakalarz

Who Is On the Other Side?

Michael Mauboussin macro-ops.com

Matthew Giampetroni

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.

Link

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Perhaps our greatest achievement is not being present by "Securities"

Lux Capital anchor.fm

Juan Orbea

Why Diversification Results In Mediocrity

Mike Speiser research.gigaom.com

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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

alex

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S

A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994

Charlie Munger strongfitlibrary.com

Daniel Bakalarz

The better the investor, the simpler the questions. When I started, I was obsessed with jargon, complex questions and spreadsheets. Now I ask things like “what does it do?”, “why do people buy it?”, and “why are you selling?”. And I never do more math than I can fit on a napkin.

Jeremy Giffon twitter.com

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