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Engineering Director in Big Tech, 1 IPO, 3/5 FAAMG, Investor & FIRE enthusiast, Silicon Valley Stories. Not investment advice, DYODD

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Saturday, July 25, 2020

Collection of Investment Letters during Covid


  1. 2020 Q2 Bronte Capital letter
  2. Warren Buffet on the stock market in 1999
  3. Which way now - Howard Marks
  4. Ballie Gifford's letter
  5. Blog on kelly criterion
  6. Timing the bottom
  7. The market indexed to the Fed balance sheet
  8. vltvafund june 2020

at July 25, 2020
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