The Dojo

The Dojo

The Dojo

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Investing Dojo
The Single Greatest Predictor of Future Stock Market Returns
Hard Problems in Cryptocurrency: Five Years Later
The Rise of TikTok and Understanding Its Parent Company, ByteDance
Bretton Woods Revisited
Crisis Investing - Verdad Cap
Shared Earnings Agreement | Early Stage Funding from Earnest Capital
Tiny Software VC - Portfolio Companies
Liz on Twitter Awesome Investing 100 Tweet Thread
The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors
1 like = 1 opinionated thought about the intersection of technology and finance
Lessons From 24 Years of Operating: Bowl America, Inc. (BWL.A)
We Work Girardian Danco Founding Murder
How to become a Venture Capitalist
13 Different Network Effects (and counting)
Famous Investor Stock Checklist
Evaluating Data Sets
Thread by @MebFaber: 1/ Here are my 6 favorite research pieces of 2019 making the case for global investing... First up, @CreditSuisse with their "Global Investm…
Best Investing Factor Quant Links
Why Cheap Stocks Suck
diversification hurts but wins over time
15 rules for investing twitter
Value Is Dead, Long Live Value
Two Types of Moats
The Factor Archives: Momentum
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Positional Scarcity
Tweets on 1) value creation and 2) competitive advantage.
Balance of Payments Between Countries
ReSolve's Riffs on Navigating an Impossible Market with Chris Schindler
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Euan Sinclair How to Find an Edge
Every Investor Is a Market-Maker
Every Investor Is a Market-Maker
The Moontower Retirement Model - Party at the Moontower
The Permanent Portfolio Investing Strategy
The Single Greatest Predictor of Future Stock Market Returns
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@mjmauboussin's "Public to Private Equity in the US" Notes
Simple vs Complex Tweet
Simple vs Complex Tweet
Breaking the Market
Self Storage Deal Ex
The Real Estate God – The best real estate information on the planet
The State of Micro PE
Questions to Understand A Company
How to Know if I have an Edge
Understanding Edge - Moontower
Why to Backtest
Wall Street University: Betting Market Presidential Election 2020
Retail Trading Edge
Edge in Trading
Trading Portfolio Risk Management
Grind Trading
Algorithmic Trading in Crypto
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