Sublime
An inspiration engine for ideas
✍Journal. Relationships, Teachers, 'Sacred' Spaces, and Learning From Chris Davis, Reece Duca, Scott Bessent, Aswath Damodaran, and Morgan Housel
Frederik Gieschenalchemy.substack.com
His skill is investing, but his secret is time.
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Strong opinions, weakly held, are a cheap call option on information.
Byrne Hobart • The Startling Convexity of Expertise
T. Justin Dodd, CFA
Portfolio Manager
Portfolio Manager
Link
Buffett acolyte Guy Spier wrote in his book, The Education of a Value Investor,
Danielle Town • Invested: How I Learned to Master My Mind, My Fears, and My Money to Achieve Financial Freedom and Live a More Authentic Life (with a Little Help from Warren Buffet, Charlie Munger, and My Dad)
1/ Thread: Newsletter TAM
Today I polled on twitter how many investment professionals pay for newsletter/research blog/substack subscription.
Almost half responded: Zero.
The other half who pays for subscription, more than half of them pays for only one newsletter.