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Any service that systematically updates stocks can help. I'd go through new editions of Value Line every week. I don't read, much less follow, the valuations or predictions. I studied the numbers.

John Neff • John Neff on Investing

The common intellectual theme of the investors from Graham-and-Doddsville is this: theysearch for discrepancies between the value of a business and the price of small pieces ofthat business in the market. The investors simply focus on two variables: price and value.

Warren Buffett • The Superinvestors of Graham-and-Doddsville

The biggest secret in venture capital is that the best investment in a successful fund equals or outperforms the entire rest of the fund combined.

Peter Thiel, Blake Masters • Zero to One

There’s this cool idea in software that you “ship your org chart” called Conway’s law: “Organizations, who design systems, are constrained to produce designs which are copies of the communication structures of these organizations” I’d offer a similar law for investors: “you… Show more

Patrick OShaughnessy x.com

Ogilvy on Advertising

David Ogilvy • 6 highlights

amazon.com

The Bill Gurley Chronicles: Part I

Macro Ops macroops.substack.com

“In finance, you always have to have an alternative,” Byers said. “Otherwise, you’re sure to be eaten alive.” “Even with a blue-chip company like AT&T?” “With any large company. That’s why I recommend that you look into a Reg D with a retail investment bank.” “What’s a Reg D?” “Regulation D allows you to sell stock to individual investors of hi

Jerry Kaplan • Startup: A Silicon Valley Adventure

Olivia Moore

@oliviamoore

The importance of carving a niche for yourself (Acquired): Jim Simons (RenTech) knew he would never be as smart as his fellow mathematicians, nor as savvy as his fellow traders. But he knew that having one foot in each world gave him a unique competitive advantage: being able to understand both cohorts and speak their languages.