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.
Nordic Transport Group - an efficient M&A machine in a boring industry
March 3, 2023, 1:36 p.m.
Summary of Charlie Munger's DJCO speech
Feb. 23, 2023, 7:50 p.m.
Peloton: pulse check
Feb. 8, 2023, 8:33 p.m.
A not so healthy investment opportunity
Dec. 5, 2022, 5:27 p.m.
Peloton: it's always darkest before...
Nov. 12, 2022, 1:22 p.m.
Stanley Druckenmiller on the current markets and investing in general
June 29, 2022, 4:12 p.m.
Peloton: pedaling through pain
May 18, 2022, 3:58 p.m.
Takeaways from Berkshire Annual Meeting 2022
May 6, 2022, 10:59 a.m.
Charlie Munger's Q&A session
Feb. 17, 2022, 4:28 p.m.
Making sense of Peloton's Q2 results and restructuring plan
Feb. 9, 2022, 9:39 p.m.
Nintendo Q3 FY 2022 results
Feb. 3, 2022, 8:38 p.m.
Key takeaways from "Investing for Growth" by Terry Smith
Feb. 2, 2022, 1:58 p.m.