Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Focus Capital Management Q3 2024 Letter (The Value of Concentration)
Dec. 3, 2024, 8:41 p.m.
Greystone Capital Management - Q3 2024 Letter
Nov. 3, 2024, 8:41 p.m.
Alluvial Fund - Letter to Limited Partners Third Quarter 2024
Nov. 1, 2024, 8:41 p.m.
Massif Capital - 3rd Quarter 2024 Letter to Investors
Oct. 31, 2024, 8:41 p.m.
The Advantage of Time with Christopher Godfrey
Jan. 31, 2023, 1:04 p.m.
Acquiring Profitable Online Businesses (w./ Dom Wells)
Jan. 5, 2023, 1:04 p.m.
Narrative Shifts with Adam Rackley
Sept. 22, 2022, 3:03 a.m.
Making Big Gains In Bear Markets (w./ Christian Putz)
Sept. 9, 2022, 6:03 a.m.
Opportunities In Indian Small Caps (w./ David Cornell)
Aug. 23, 2022, 5:03 p.m.
Exchanges and Cream Cakes with Jeremy McKeown
2 Stocks I'm Bullish On (w./ Peter Rabover)
Engineer By Day Microcap Investor By Night (w./ Dan Schum)
High ROCE and Widening Moats (w./ Partnership Investing)
Quality Companies for the Long Run with David Ridland
Business Perspective Investing (w./ Eric Burns)
The Craft Brewers of Stock Market Investing (w./ David Collins)
A Generational Investment Opportunity with Aaron Edelheit
A Portfolio of Just 4 Stocks with Robert Mulcahy
Temporary Value Dislocations with Tim Delaney
4 High Quality Aussie Microcaps (w./ Mark Tobin)
Hidden Gems Down Under with Peter Johns
Thematic Small Cap Investing (w./ Andy Brown)
Long Term Owner of Public Businesses (w./ Avi Fisher)
Founder Led Microcaps with Zippy Capital
How We're Navigating The Markets (w./ Richard Simmons)