Scarcity, Status and 50x P/Es

That Was the Week That Was: Hype, Hope & Hidden Value

🔍 A Value Trap in Action: Lessons from A Painful Post-Mortem by Schroders

3 ½ days in Omaha

Two Quality Companies the Market Hates Right Now

How Jennifer Wallace Beats the Market with Low Risk

The Secret That Drives Company Returns

Tariffs, Trump and Tumbles: What If the Market’s Got It Wrong?

18 Quality Growth Ideas from Top Pros

27 Value Investing Ideas from New York’s Best Minds

The ETF Revolution: Is $20 Trillion the End Game?

The Substack Gold Rush: Who’s Winning and Why?

The Pricing Power Illusion and Why this ETF Got it Wrong

Fundsmith Unfiltered: Straight Talk on Stocks

From Boom to Bust: A Hedge Fund’s Rise and Fall

The Great EBITDA Illusion

The Enduring Edge: Why Corporate Longevity Matters

A Unique Framework for Navigating the Semiconductor Boom

Bitcoin to $800k? Hugh Hendry’s Magic, Tom Slater’s Musk Lessons, and more

The Long and the Short of It

Sohn London’s Consumer Staple Gamble

My 2024 Reading Journey: What 36 Books Taught Me About Investing and Life

Philanthropy Through an Investing Lens:

Playbook for 2025: 4Rs, 3Ts & Surprising Shifts Experts Are Betting on

A Governance Puzzle and Two Quality Growth Gems