Valor Intrínseco

Dois ótimos podcasts  e a apresentação do David Einhorn na Sohn Conference.

Ed Thorp, The Man for All Markets — How to Think for Yourself, A Real Estate Cautionary Tale, Hedge Fund History and Warnings, The Incredible Power of Basic Numeracy (and How to Develop It), Thought Experiments on Risk, Popular Delusions, Cryptocurrencies, and More (#604)

Dan Ariely, Irrational Capital – Investing in Human Capital

Sohn 2022 | An Investment Idea from David Einhorn

Abraços!