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.
Farewell...
Sept. 28, 2023, 6:57 p.m.
Waste Connections (WCN US): A potent blend of growth and defensibility
June 18, 2023, 3:14 p.m.
London Stock Exchange (LSEG): An in-depth analysis of LSEG/Refinitiv merger - marriage isn't easy.
June 1, 2023, 1:29 p.m.
Quick Survey : Short, medium or long write-ups?
March 12, 2023, 4:01 p.m.
Euronext NV (ENX.FP): A core European market infrastructure asset is available at "for sale" prices
March 8, 2023, 9:57 p.m.
Second post: Masco Inc : A "boring" high returns business trading on highly attractive multiples
Feb. 12, 2023, 9:23 p.m.
First post: Ferguson Plc: A high return business, trading on an attractive valuation
Jan. 11, 2023, 1:05 p.m.
Coming soon: This is Investing Marathon.
Jan. 10, 2023, 6:32 p.m.