Thank you Alix for sharing this. I loved the part that explains how you go about researching a business (Management meets, using its products, knowing its customers, competitors’ 10K, suppliers, evolution of risk factors). I would like to know what specifically do you look for while reading hedge fund letters. Is it for idea scouting, their market views, their investment philosophy or just serendipity?
This video is a goldmine-thank you for sharing these valuable resources and providing the rationale behind each recommendation. I just ordered a few of the books you mentioned (Bird by Bird, More Money Than God, and Greenblatt’s masterpiece-I’m currently working through his Columbia class notes) and I’m excited to dive in. I’m currently finishing up an economics degree and have been fully immersed in finance and investing for the past two years, trading my own book and learning as much as possible. This is hands down one of the best videos I’ve come across. Maybe we can intellectually spar down the line. Thank you for this Alix!
Love the comment! I’m in the exact same bit. I’ve developed a curriculum using the best academic courses and materials on the internet. I’d love to share it with you and compare notes, if you’re interested in connecting. -Alex
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This is the best video I’ve seen in a while. Thank you
Credit to the TH-cam algo for suggesting this video. Phenomenal work Alix! 💯
Thank you 🙌
Thank you Alix for sharing this. I loved the part that explains how you go about researching a business (Management meets, using its products, knowing its customers, competitors’ 10K, suppliers, evolution of risk factors).
I would like to know what specifically do you look for while reading hedge fund letters. Is it for idea scouting, their market views, their investment philosophy or just serendipity?
This video is a goldmine-thank you for sharing these valuable resources and providing the rationale behind each recommendation. I just ordered a few of the books you mentioned (Bird by Bird, More Money Than God, and Greenblatt’s masterpiece-I’m currently working through his Columbia class notes) and I’m excited to dive in. I’m currently finishing up an economics degree and have been fully immersed in finance and investing for the past two years, trading my own book and learning as much as possible. This is hands down one of the best videos I’ve come across. Maybe we can intellectually spar down the line. Thank you for this Alix!
Love the comment! I’m in the exact same bit. I’ve developed a curriculum using the best academic courses and materials on the internet. I’d love to share it with you and compare notes, if you’re interested in connecting.
-Alex
This was great!
Great presentation. Followed on X and subbed here
Im 17 and stumbled across this video ill check these books out
Good listen
Very insightful
Glad you think so! Was a bit too long. Have to refine it
Hope more people find this
Appreciate it!
Thx youtube algorithm
White Daniel Hall Nancy Rodriguez Maria
Where can I find the presentation?
Also, Thank you so much. I learned a lot, which I would never have, and stumbled on your videos; sometimes TH-cam also does God's work.