investing wisdom

Daniel Bakalarz and

Market-Expected Return on Investment Bridging Accounting and Valuation

Counterpoint Global Insights morganstanley.com

Daniel Bakalarz

Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Guatam Baid • 9 highlights

amazon.com

Cover of Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

Daniel Bakalarz

On bullshit in investing

Noah Smith noahpinion.substack.com

sari

Easy Money

oaktreecapital.com

Mage

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S

Conviction

The document delves into the importance of conviction in business ownership, detailing the role of explicit and implicit convictions in investing decisions and the concept of Quality in company assessment.

greenlealane.com

aalex

wonderful essay on conviction in investing and life

becomeaninvestor.org

Alara

The Inward Draw of Capitalism

Jake justjake.substack.com

Ian Vanagas

The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing

Benjamin Graham amazon.com

sari