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investing

2022

Jun 25
#60 - Le style cest l'homme!
Jun 09
#54 - Where to Find Ideas
Jun 02
#53 - Hold Fast
Apr 17
#47 - The Curious Case of Atlas Engineered Products
Mar 27
#46 - Portfolio Update - Mar 2022
Mar 11
#44 - Final Thoughts on Semler
Mar 10
#43 - The Multidisciplinary Approach to Thinking
Mar 03
#41 - The Pain Is Real
Feb 08
#33 - Poker and Investing (1)
Feb 01
#29 - Moron
Feb 01
#28 - Letters 2021Q4 (Part 2)
Jan 29
#25 - CTS.TO, CSU.TO, and good businesses
Jan 27
#24 - Are We Thinking Clearly?
Jan 26
#23 - Update on Oil
Jan 25
#22 - Selected Letters - 2021Q4 (Part 1)
Jan 24
#20 - Doc Jones, Resource Investor
Jan 22
#19 - Contrarian Investment Strategies
Jan 20
#18 - Notes on: Value After Hours S04 E03
Jan 14
#15 - Even God would get fired as an Active Investor

2021

Dec 22
What I Learned in 2021
Dec 05
Munger Is the Goat
Nov 26
Thanksgiving 2021
Nov 20
DeBABAcle
Nov 12
Resources for Value Investors
Nov 12
Maxing Out Positions
Oct 25
Conversation with Artem Fokin
Aug 26
Investing Approach
Jul 29
Key Principles for Investing and Life
Jul 18
Guy Spier: The Education of a Value Investor
Jul 03
Circle of competence vs shameless cloning

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