investing wisdom

Daniel Bakalarz and

Black Swan Farming

Paul Graham paulgraham.com

Ajinkya Wadhwa

Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More (#651) - The Blog of Author Tim Ferriss

tim.blog

sari

The Three Sides of Risk

collabfund.com collabfund.com

sari

The New Growth Mindset with Sean Ellis & James Currier

NFX nfx.com

Jordan Bester

Thriving in Changing Markets

joincolossus.com

Bryant Wu

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

Juan Orbea

Speculation is the new luxury good

Seth Godin seths.blog

Supritha S

The Attention Span. “Racehorses and Psychopaths.”

The KCP Group thekcpgroup.com

Daniel Bakalarz

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

Speedwell Research speedwellmemos.com

alex

"An investment philosophy on ‘complexity investing’ from NZS Capital"

Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.

static1.squarespace.com

JJuan Orbea

NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.