Sublime
An inspiration engine for ideas
market insight.
April Dunford • Sales Pitch: How to Craft a Story to Stand Out and Win
Founder Personal Financial Model [Andrew Rea] - Google Drive
: Obligatory note that some of the data is altered to not be exact such as Salary but most of the data is directional or exactly what my personal burn was in preparation.
docs.google.comA Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing
amazon.com


1/ Buffett's Alpha (Frazzini, Kabiller, Pedersen)
AQR finds that Berkshire Hathaway's large 13% CAPM alpha and 0.79 Sharpe ratio becomes insignificant after controlling for BAB and QMJ. Warren Buffet may have been the first multifactor investor.
https://t.co/OV60Vpg9HC... See more
Meridian
meridiancapital.fund
The Future is Small: Why AIM will be the world's best market beyond the credit boom
amazon.com

François Rochon, founder of Giverny Capital, has achieved a 30-year 15.7% CAGR.
His annual letters are a must read for any LT quality investor.
I compiled them all in one PDF (+350 pgs). You can download it from the link below!
🔗https://t.co/RF7kqrU1sz... See more