Sublime
An inspiration engine for ideas
Investment Principles.pdf
drive.google.com
Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Tobias Huberdeliverypdf.ssrn.comPoor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger
stripe.press
From age 20-50, I can't stress this enough: https://t.co/l6dcTVpsTD
Most investment managers are in a game where the clients expect them to know a lot about a lot of things. We didn't have any clients who could fire us at Berkshire Hathaway. So we didn't have to be governed by any such construct. And we came to this notion of finding a mispriced bet and loading up when we were very confident that&... See more
Charlie Munger • A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994
Abstract
Bitcoin (BTC) returns exhibit pronounced positive skewness with a third central moment of approximately 150% per year. They are well characterized by a mixture of Normals distribution with one “normal” regime and a small probability of a “bliss” regime where the price appreciation is more than 100 times at the annual horizon. The large ri... See more
Stockcircle - Analyse Portfolios of Investment Gurus
stockcircle.com
pioneer of modern portfolio theory
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
SaaS dashboard company seeded by David Sacks:
https://www.saasgrid.com/