A Few Things: Books That Changed My Life, Marko Papic on Germany, Jony Ive on Focus, Julian Robertson's Wisdom, Vista on Enterprise Software Investing, Viking on Equity Long-Short.....
A Few Things: Books That Changed My Life, Marko Papic on Germany, Jony Ive on Focus, Julian Robertson's Wisdom, Vista on Enterprise Software Investing, Viking on Equity Long-Short.....
Thank you for bringing the Beyond markowitz paper to my attention. I never heard of it before. I’ve been applying similar ideas in my personal portfolio but this really fleshes out a comprehensive model. I’ve done nothing but read the paper and thinking about it since I opened it. Thanks again
Thank you for bringing the Beyond markowitz paper to my attention. I never heard of it before. I’ve been applying similar ideas in my personal portfolio but this really fleshes out a comprehensive model. I’ve done nothing but read the paper and thinking about it since I opened it. Thanks again