This is where I map out how I think about investing;
— not advice, just frameworks, tools, and questions I keep returning to.
📚 Investing: The Basics
Step one: know what game you're playing
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Introduction to Investing - What actually is investing?
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The Power of Compounding - Don't interrupt it
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How Markets Work - Pricing, participants, expecations, and illusions
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Interest Rates - The tide beneath every asset
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The Psychology of Investing - Your own worst enemy
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Books to Get Started - A launchpad for curious investors
🕰 Thinking Like an Investor
Principles to fall back on when markets get noisy
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Thinking in Probabilities - Expected value, and process over prediction
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Margin of Safety - Your defence against being precisely wrong
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Circle of Competence - You don't need to know everything, just know something
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Time Arbitrage - Patience is your edge
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Base Rates > Narratives - Bet on odds, not headlines
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Capital Cycle Thinking - A contrarian map to industry timing
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A Loser's Game - You win by avoiding losers
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The Art of Contrary Thinking - Trust is rarely found in the crowd
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Books for the Advanced Investor - Worthy of a second read, then a third
📊 Valuation Tools & Models
Estimating value, pricing risk, or judging capital efficiency
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Discounted Cash Flow (DCF) - The gold standard
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Relative Valuation - Comparable company analysis
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Dividend Discount Model (DDM) - For stable, cash-returning businesses
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Reverse DCF - What's already priced in?
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EV/EBITDA and Friends - Measure of core performance
🧠 UK Investing
Intricacies of the UK market
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Tax-Efficient Investing (UK) - It's not what you make, it's what you keep
🎓 CFA & MSc Finance
Core concepts from formal education
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The Capital Asset Pricing Model (CAPM) - Often wrong, still useful
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Arbitrage Pricing Theory - When CAPM feels too blunt
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NPV & IRR - Money now vs money later
🧠 Mental bookmarks I keep nearby:
📖 Essential Reads
The Education of a Value Investor
Personal growth and investment edge
The Most Important Thing
Risk means more things can happen than will happen
Berkshire Hathaway Shareholder Letters
The blueprint for long-term outperformance
🎧 Podcasts
- Interviews on macro, markets, and policy
- Conversations with top investors and thinkers
- Deep dives with founders and fund-managers
- Valuation, markets, and investment thinking
🎧 SuperInvestor Letters
Howard Marks - Oaktree Capital
Understanding risk when others chase return
Margin of safety in an uncertain world
Nick Sleep - Nomad Partnership
Long-term thinking in a short-term world
Conviction meets catalysis
Buy good companies. Don’t overpay. Do nothing
👀 Open Interest
Ultra - An Asymmetric Bet on Web3
- Redefining the economics of gaming
INPP - Yield with a Margin of Safety
- Infrastructure. Income. Undervalued.