Sublime
An inspiration engine for ideas
My baseline assumption is that I'm wrong, which makes it easier to change my mind.
Gavin Baker • Security Error | Columbia Business School
Surface areas of possible out-of-syncness.
Ray Dalio • Principles: Life and Work
1. Overview: bullet points to describe the fund strategy and high signal LPs involved
Brianne Kimmel • Page Not Found | Framer
Where would you put yourself on it?
Ray Dalio • Principles: Life and Work
The gentleman, after a brief thanks for the presentation, asked for my opinion of Apple stock as it made up a large portion of his $2 million portfolio. Now, I held the stock in my separate account strategies at the time and it was the highest rated stock in my investable universe at that very moment; I could not have been more bullish on Apple. Bu
... See moreDaniel Crosby • The Behavioral Investor
Caveat 2: Precise figures cannot be calculated from undetermined data.
Burton G. Malkiel • A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Twelfth Edition)
If he is to pay some special attention to the selection of his portfolio, it might be best for him to concentrate on issues selling at a reasonably close approximation to their tangible-asset value—say, at not more than one-third above that figure.