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10 Quotes That Shaped My Investment Philosophy

The Big Picture

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Hence, whatever your views are about the economy, markets, your portfolio, etc.,

Investing 344
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Tuesday links: investing humility

Abnormal Returns

wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right. behaviouralinvestment.com) The more a fund investing in alternatives, the more it needs to manage cash requirements.

Investing 214
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Friday links: irresponsible investing

Abnormal Returns

ft.com) Venture capital Most companies are not suitable for a venture capital investment. msn.com) Economy Is the decline in inflation done? (wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. chrisneumann.com) Which companies might go through the IPO window?

Investing 236
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MiB: Brad Gerstner, Altimeter Capital & Invest America

The Big Picture

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. He explains how he launched Altimer as a founder-run venture fund with interests in both public and private investments. Note: This episode was recorded on Nov.

Investing 154
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Friday links: common investment knowledge

Abnormal Returns

newsletter.rationalwalk.com) Economy How to parse a CPI report. (wsj.com) PE-backed car washes are popping up all over the country. bloomberg.com) KKR ($KKR) is getting out of the music rights business. ft.com) Will Berkshire Hathaway ($BRK.A) ever pay a dividend? morningstar.com) Was employment growth in 2023 lower than initially thought?

Investing 214
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Friday links: the most important investing skill

Abnormal Returns

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. (ft.com) Startups How unicorns are dealing with the decline in valuations. Those stakes are set to change hands.

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Friday links: investing fashions

Abnormal Returns

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. (ft.com) On the struggles that Ukrainian refugees have had trying to make ends meet in new countries. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: regretting regret.

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