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Investment Principles.pdf
drive.google.com

KKR estimates almost $100 TRILLION of global infrastructure need by 2040.
Have been saying this for a while but we are entering the golden age of private infrastructure investing https://t.co/BMDIy9Wxuf

From age 20-50, I can't stress this enough: https://t.co/l6dcTVpsTD
Value Investing with Legends Columbia Business School
podcasts.apple.comOne of the craziest investing stories I’ve heard in this episode
- uber ascendant in NYC in 2016.
- taxi mediation owners levered them and defaulted
- andrew went and got the ride by ride data for every taxi and uber that no one had ever asked for before
- figured out things h... See more
Patrick OShaughnessyx.com