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.
An Abundance of Common Sense II
Dec. 28, 2024, 9:01 a.m.
Alimentation Couche-Tard Inc Investment Thesis
Nov. 17, 2024, 7:01 a.m.
Super-Investor Series: Dev Kantesaria
Oct. 13, 2024, 10:50 a.m.
F1 Mania II: The Formula by Jonathan Clegg and Joshua Robinson
Aug. 17, 2024, 10:01 a.m.
F1 Mania: Money & Sports
July 8, 2024, 6 a.m.
Ham Sandwiches : On business quality & people
June 23, 2024, 10:30 a.m.
An Abundance of Common Sense: The world's most underrated "investor"?
May 27, 2024, 6 a.m.
Moncler S.p.A. Investment Thesis: Plus: A Short Portfolio Update
Feb. 4, 2024, 10:30 a.m.
The Morality of Investing: Where do we draw the line?
Sept. 3, 2023, 10 a.m.
Just Another Goddamn Retailer: JD.com and the China Discount
May 13, 2023, 11:01 a.m.
Portfolio Update: Q1 2023
April 3, 2023, 6:30 p.m.
Baby Berkshire: Markel Corporation
March 5, 2023, 6:01 a.m.
Real Men Have Fabs: Taiwan Semiconductor Manufacturing Company (TSMC)
Jan. 30, 2023, 9:20 p.m.
The Important and the Knowable: 2022 & Beyond
Jan. 14, 2023, 1:01 p.m.
My Investment Portfolio: A Breakdown as of Nov 2022
Nov. 20, 2022, 8:01 a.m.
My Investment Strategy: A Synthesis
Oct. 9, 2022, 2:11 p.m.
Value & Bitcoin: Reconciling the mania with utility
July 24, 2022, 12:01 p.m.
The Alchemy of Finance: Booms, Busts and Cope
July 2, 2022, 1:01 p.m.
Investment Clones: The dangers of outsourcing conviction
June 5, 2022, noon
Stables, Boxes and Bastards: Terra's flight near the sun and the future of DeFi
May 10, 2022, 1 p.m.
The Importance of Philosophy: 10/04/2022
April 10, 2022, noon
Competence & Warfare: 12/03/2022
March 12, 2022, noon
Power of the Printer: 06/02/22
Feb. 6, 2022, 1 p.m.
Pragmatism & China: 09/01/22
Jan. 9, 2022, 12:01 p.m.
Generating Investment Ideas: A rough look into Twitter and Spotify
Dec. 12, 2021, 1 p.m.