Daniel Bakalarz
@danielbakalarz
Investor at https://unisonam.com
unisonam.comDaniel Bakalarz
“If it’s obvious to everyone that we’re going to be able to do each of the things that we’re working on, then I don’t feel like we’re making the most of what we need to do.”
Mark Zuckerberg • The Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
A failure to account for intangible investment can lead to distorted, or even nonsensical, ROICs.
Morgan Stanley • Market-Expected Return on Investment Bridging Accounting and Valuation
You can pretty much, I think, get an organization and a team through almost any challenge as long as you can maintain good cohesion.
Mark Zuckerberg • The Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
To the extent that size mattered at all, it might be more accurate to say that GM was too big to succeed.
Joan Magretta • Understanding Michael Porter: The Essential Guide to Competition and Strategy
High exit barriers prevent companies from leaving the industry. This happens, for example, if companies have invested in specialized assets that can’t be sold.
Joan Magretta • Understanding Michael Porter: The Essential Guide to Competition and Strategy
Seth A. Klarman remarks at MIT
valuehunter.files.wordpress.comIn this group of successful investors that I want to consider, there has been a commonintellectual patriarch, Ben Graham. But the children who left the house of this intellectualpatriarch have called their "flips" in very different ways. They have gone to different placesand bought and sold different stocks and companies, yet they have had a... See more
Warren Buffett • The Superinvestors of Graham-and-Doddsville
1. Be numerate (and understand accounting).
Dan Callahan • Reflections on the Ten Attributes of Great Investors
This is the difference between dissonance and resonance. When head and body are aligned or conflicted. As in the famous example of George Soros and his back pain, bodily sensation is a key indicator of unconscious dissonance; of when your intellect is missing something important from the outside world. His back hurt when his portfolio was... See more