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#211 with Julian Shapiro - The 3 Cheat Codes Startups Use to Print Cash
mfmpod.comThis is one of the problems with investing in just one security, country, or asset class.
Meb Faber • Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies
TRIGGER 2. UPMARKET/DOWNMARKET
Richard Koch • The Star Principle: How it can make you rich
pioneer of modern portfolio theory
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
I will create a rule for each of these five attributes. As we shall see, each works well on its own, but they are even more powerful when combined together into the Millennial Money strategy. The strategy identifies companies that: Have shareholder friendly practices (pay dividends, buy back shares, and pay down their debt) Earn strong returns on t
... See morePatrick O'Shaughnessy • Millennial Money: How Young Investors Can Build a Fortune
We believe that investors in any market need “edge” … knowing something (thesis) or somebody (access) better than almost any other investor. We also focus heavily on geographies.
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
9. Position sizing (maximizing the payoff from edge).
Dan Callahan • Reflections on the Ten Attributes of Great Investors
