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The Dharma of Capital

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An Abundance of Common Sense II

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Alimentation Couche-Tard Inc Investment Thesis

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Super-Investor Series: Dev Kantesaria

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F1 Mania II: The Formula by Jonathan Clegg and Joshua Robinson

Aug. 17, 2024, 10:01 a.m.

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F1 Mania: Money & Sports

July 8, 2024, 6 a.m.

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Ham Sandwiches : On business quality & people

June 23, 2024, 10:30 a.m.

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An Abundance of Common Sense: The world's most underrated "investor"?

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Moncler S.p.A. Investment Thesis: Plus: A Short Portfolio Update

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The Morality of Investing: Where do we draw the line?

Sept. 3, 2023, 10 a.m.

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Just Another Goddamn Retailer: JD.com and the China Discount

May 13, 2023, 11:01 a.m.

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Portfolio Update: Q1 2023

April 3, 2023, 6:30 p.m.

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Baby Berkshire: Markel Corporation

March 5, 2023, 6:01 a.m.

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Real Men Have Fabs: Taiwan Semiconductor Manufacturing Company (TSMC)

Jan. 30, 2023, 9:20 p.m.

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The Important and the Knowable: 2022 & Beyond

Jan. 14, 2023, 1:01 p.m.

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My Investment Portfolio: A Breakdown as of Nov 2022

Nov. 20, 2022, 8:01 a.m.

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My Investment Strategy: A Synthesis

Oct. 9, 2022, 2:11 p.m.

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Value & Bitcoin: Reconciling the mania with utility

July 24, 2022, 12:01 p.m.

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The Alchemy of Finance: Booms, Busts and Cope

July 2, 2022, 1:01 p.m.

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Investment Clones: The dangers of outsourcing conviction

June 5, 2022, noon

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Stables, Boxes and Bastards: Terra's flight near the sun and the future of DeFi

May 10, 2022, 1 p.m.

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The Importance of Philosophy: 10/04/2022

April 10, 2022, noon

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Competence & Warfare: 12/03/2022

March 12, 2022, noon

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Power of the Printer: 06/02/22

Feb. 6, 2022, 1 p.m.

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Pragmatism & China: 09/01/22

Jan. 9, 2022, 12:01 p.m.

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Generating Investment Ideas: A rough look into Twitter and Spotify

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