Letter to a friend who may start a new investment platform - Graham Duncan Blog
Investing
“Over 90% of the participants were in graduate programs in finance or MBA programs with finance modules at [top universities].”
I will not make the same mistake for:
Contrary Research
f: Erik Torenberg's Head of Research application: https://docs.google.com/document/d/1kaqt5VwAep0H5K_OoRaAN-ppYutEaxIFFVnazlUCbCQ/edit?tab=t.0
Traders at Work
The Playing Field - Graham Duncan Blog
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
MicroCapClub
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
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
Angel Investing: Start to Finish — Holloway
rec'd by andrew conner: "If you decide to begin angel investing, I highly recommend Angel Investing: Start to Finish by Joe Wallin and Pete Baltaxe. This is the single best guide on the ins-and-outs of early stage venture and how to effectively do due diligence."
Angel investing
Angel investing without investing
How to start angel investing
rec'd by Andrew Conner: https://andrewconner.com/accreditation-laws-are-not-violating-the-american-dream/#fn2
Angel: How to Invest in Technology Startups-Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000: 9780062560704: Calacanis, Jason: Books
rec'd by Andrew Conner: https://andrewconner.com/accreditation-laws-are-not-violating-the-american-dream/#fn2
Startup Growth and Venture Returns
rec'd by Andrew Conner: https://andrewconner.com/accreditation-laws-are-not-violating-the-american-dream/#fn2
Just Say NO To Angel Investing, It's Not Worth The Risk
rec'd by Andrew Conner: https://andrewconner.com/accreditation-laws-are-not-violating-the-american-dream/#fn2
Accreditation Laws are not Violating the American Dream
Accreditation Laws are not Violating the American Dream
How To Invest In Startups