investing wisdom

investing wisdom

Daniel Bakalarz and

Building & Investing in Marketplaces

joincolossus.com

B

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

Speedwell Research speedwellmemos.com

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

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Thriving in Changing Markets

joincolossus.com

B

On bullshit in investing

Benn Eifert noahpinion.substack.com

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Unwrapping the Gift

joincolossus.com

B

As a potential buyer of a business, don’t get wrapped up in financial jargon and overcomplicated questions

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

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Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes

a

A fundamentals driven crypto investment firm

Evan Fisher portal.vc

Thumbnail of A fundamentals driven crypto investment firm

A

Austin Castellaw

The Attention Span. “Racehorses and Psychopaths.”

Tom Morgan thekcpgroup.com

D

Daniel Bakalarz

Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor (#576)

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