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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
Fundamental Equity Analysis: A Primer
https://t.co/xz4Qu4TLGb https://t.co/uWqt0bzFk0
Peter Keefe's letters & interviews:
https://t.co/A1Y0MSd29N
He's outperformed the S&P by ~3% per year over 33 years
He talks relatively freely about his top holdings https://t.co/tAXWKHiyMV
Michael Mauboussin’s firm on the companies with the widest moats in the world https://t.co/8vgUbygSys
Public markets reward predictability.
Patrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist
Never forget this graph.
Missing the 10 best days, which come after the worst days, makes you underperform.
Sure, missing the worst 10 days will make you outperform as well, but the problem is that you should have perfect timing in and out. Not just once, but then times.... See more
$NVDA is the cheapest of Mag7 based on current PEG estimate https://t.co/xWaG1lkO9P