Contrary Research
f: Erik Torenberg's Head of Research application: https://docs.google.com/document/d/1kaqt5VwAep0H5K_OoRaAN-ppYutEaxIFFVnazlUCbCQ/edit?tab=t.0
Finance
Traders at Work
Reddit is going IPO as , the first social media IPO in some time. As someone who spent some substantial time running a social media company, my takes on the Reddit IPO:
Letter to a friend who just made a lot of money - Graham Duncan Blog
The Playing Field - Graham Duncan Blog
Giving away money: a guide
Assorted tips on personal finance
Excel Add-In Overview (Twgus)
Personal Finance Tips | near.blog
EA/LW Investing on House Purchasing
Options, Futures, and Other Derivatives: Hull, John: 9780134472089: Amazon.com: Books
My Life as a Quant: Reflections on Physics and Finance: Derman, Emanuel: 9780470192733: Amazon.com: Books
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing: Malkiel, Burton G.: 9780393330335: Amazon.com: Books
rec'd by Raghu for quant primer
Investigating an insurance-for-AI startup — LessWrong
MicroCapClub
What to expect when you're expecting expected value
Toward a Broader Conception of Adverse Selection
The 30-Year Mortgage is an Intrinsically Toxic Product
How the Smart Money teaches trading with Ricki Heicklen
info dense podcast; interesting concepts. good primer to investing and market microstructure potentially
How to Read a Financial Report: Wringing Vital Signs Out of the Numbers: Tracy, John A., Tracy, Tage C.: 9781118735848: Amazon.com: Books
The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece: Mead, Adam J.: 9780857199126: Amazon.com: Books
It’s for that reason I’ve laid off reading Adam Mead’s Complete Financial History of Berkshire Hathaway 1 — the pitch there is that it’s a financials-first case study of how Buffett transitioned from a failing textile company into a conglomerate-style holding company. (Which, if you think about it, is like changing the engines on an airplane in mid-flight, all the while being kept up by older engines that are sputtering and about to die).
https://forum.commoncog.com/t/fundamentals-vs-case-studies/1613/2
A Charlie Munger Thread - Self Improvement Inputs - The Commonplace Community
Warren Buffett using a case library approach - Self Improvement Inputs - The Commonplace Community
A Conversation with Charlie Munger & John Collison
Brent Beshore - David Perell
A Charlie Munger Thread - Self Improvement Inputs - The Commonplace Community
Sector & Industry
Demystifying financial leverage
Anatomy of a credit card rewards program