Sublime

Investment Principles.pdf

drive.google.com

Hermitage CEO Browder: Don't Invest in Russia Today

Thumbnail of www-x-com-koyfincharts-status-1827762885671485898

One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this. https://t.co/chImhj88Be

Koyfin

x.com

new VC funds at / below $200M in size by Shai Goldman @shaig - Google Drive

docs.google.com

Damodaran on Valuation: Security Analysis for Investment and Corporate Finance (Wiley Finance)

Aswath Damodaran

amazon.com

Cover of Damodaran on Valuation: Security Analysis for Investment and Corporate Finance (Wiley Finance)

Article_tradingstagesinthecompanylifecycle

Abidor, Alla Maya (CS)morganstanley.com

Q2_2024_PitchBook_Analyst_Note_Establishing_a_Case_for_Emerging_Managers

This document explores the performance of emerging versus established managers in the private fund industry, focusing on buyout, venture capital, real estate, and private debt strategies.

Link

Value Investing with Legends Columbia Business School

podcasts.apple.com

Minsky Moments in Venture Capital

Abraham Thomas pivotal.substack.com