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David Einhorn, Predicting Growth, JPM Guide LA, Carta da Dynamo & Benchmark Capital

Posted by Valor Intrínseco on October 21, 2022 at 2:45 PM

Nova carta da Greenlight Capital. David Einhorn pessimista.

3Q22 Greenlight Capital Letter


Ótimo artigo da Verdad sobre a dificuldade de se prever crescimento de longo prazo.

Predicting Growth


Nova edição do JPM Guide to the Markets Latin America.

3Q22 Guide


Nova carta da Dynamo

Dispersão e Controle Revisitados (II)


Para fechar, dois ótimos podcasts do Acquired sobre a Benchmark, uma das principais firmas de venture capital do mundo.

Benchmark Part I

Benchmark Part II: The Dinner


Abraços!

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