investing wisdom
Daniel Bakalarz and
investing wisdom
Thriving in Changing Markets
joincolossus.com
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
Barriers to scaling investment managers - really good memo
Seth A. Klarman remarks at MIT
valuehunter.files.wordpress.com- 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
Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Speedwell Researchspeedwellmemos.com
