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An inspiration engine for ideas
Beating the FINANCIAL FUTURES MARKET: Combining Small Biases Into Powerful Money Making Strategies
amazon.com
Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund
He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation
Top positions below https://t.co/2J5dvBHDsR
Michael Mauboussin is one of the best investment teachers of all-time.
In his 2022 white paper called "Understanding Competitive Advantage Through Market Power" he shares a complete list of Wide Moat Businesses spanning the globe.
Here's the most important metric for each one👇 https://t.co/RJ8JmqZC3p
Some nuggets and readings in this little investor library
https://t.co/FZGQmt51mq... See more
The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk