Sublime
An inspiration engine for ideas
The world’s first investment strategy anyone can improve with their data. - Delphia
delphia.com
Fun graphic on $META from the Rowan Street annual letter (a hedge fund that printed a 102.6% net return in 2023): Shows how non-linear the path to good returns can be and how conviction pays off. https://t.co/jWQGVSc7LS... See more
Investment Principles.pdf
drive.google.com
Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
Link
Data-driven VC #2: How to not miss an investment opportunity anymore
Data-driven VCdatadrivenvc.substack.com
