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moneyball

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Everything posted by moneyball

  1. Could someone post or dm the bond prospectus, I know it’s out there but had it saved in a place I no longer have access to. Thanks if you have it!
  2. Got my copy yesterday. Only about a quarter of the way through, but already have the impression that Ed Thorp might be one of the smartest people alive. Highly recommend picking up a copy.
  3. I don't have the hard data right now to back me up, but I would suspect that there are a disproportionate amount of wealthy 50+ mm individuals who have made their money through real estate.
  4. King of capital has a good section on blackstones real estate business. Aside from a few books most of the learning comes from transcripts and videos with guys like Roth, Sternlicht, Zell.
  5. https://www8.gsb.columbia.edu/sites/valueinvesting/files/files/Graham%20%26%20Doddsville%20-%20Issue%2014%20-%20Winter%202012.pdf
  6. Still new to this, but a huge gap I've noticed is trying to separate between buying more of something when it's cheap vs. the notion of timing the market.
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