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The Case for Quality, The Folly of Multiples, and Forensic Accounting
The TLDR: April 2024
20 hrs ago
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Conor Mac
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Why Lululemon isn’t Under Armour
Where the similarities start and end
Apr 23
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Conor Mac
33
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Why Lululemon isn’t Under Armour
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15 More Ideas from Seth Klarman’s Margin of Safety
(Part 2): Risk-Averse Value Investing Strategies for the Thoughtful Investor
Apr 16
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Conor Mac
32
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15 More Ideas from Seth Klarman’s Margin of Safety
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The Forgotten Lessons of 2008: Seth Klarman
Jan 31, 2023
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Conor Mac
62
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The Forgotten Lessons of 2008: Seth Klarman
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Confessions of an OnlyFans Creator, Earning $1.4 Million per Month
Jun 28, 2021
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Conor Mac
21
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Confessions of an OnlyFans Creator, Earning $1.4 Million per Month
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Fads and Second Acts
Jan 3
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Conor Mac
81
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Fads and Second Acts
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Avoid Investors Who...
Jan 16
•
Conor Mac
70
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Avoid Investors Who...
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12
This Year's Buffettisms
Feb 25, 2023
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Conor Mac
62
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This Year's Buffettisms
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15 Ideas from Seth Klarman’s Margin of Safety
Apr 10
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Conor Mac
52
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15 Ideas from Seth Klarman’s Margin of Safety
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15 Ideas from Seth Klarman’s Margin of Safety
(Part 1): Risk-Averse Value Investing Strategies for the Thoughtful Investor
Apr 10
•
Conor Mac
52
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15 Ideas from Seth Klarman’s Margin of Safety
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My Portfolio: What We've Been Building
An insight into the development of our latest build, and early release invite to Koyfin's latest project
Apr 4
•
Conor Mac
38
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My Portfolio: What We've Been Building
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Punchcards, Miami, Unpopular Large Caps, and the King of Buy & Hold
The TLDR: March 2024
Mar 28
•
Conor Mac
25
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Punchcards, Miami, Unpopular Large Caps, and the King of Buy & Hold
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Bitcoin ETFs Smoking Records
IBIT is the fastest fund to hit $10 billion in AUM, and spot ETFs have collectively overtaken the world's largest Gold ETF
Mar 18
•
Conor Mac
22
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Bitcoin ETFs Smoking Records
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Health, Wealth, and Everything In Between
Greetings from the skies above Miami
Mar 9
•
Conor Mac
45
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Health, Wealth, and Everything In Between
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Four Years of Investment Talk
Investment Talk turns four, and my thoughts on why you should write more
Mar 5
•
Conor Mac
53
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Four Years of Investment Talk
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The Greatest Investor You've Never Heard Of, Li Lu, Sam Zell, & Fidelity's Value Investing Legend Joel Tillinghast
The TLDR: February 2024
Feb 29
•
Conor Mac
28
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The Greatest Investor You've Never Heard Of, Li Lu, Sam Zell, & Fidelity's Value Investing Legend Joel Tillinghast
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Europe's Magnificent Eleven
Evidence that the American and European markets have become increasingly top-heavy
Feb 27
•
Conor Mac
49
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Europe's Magnificent Eleven
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Is Chipotle Squeezing too Hard?
Driving growth via traffic vs menu price
Feb 19
•
Conor Mac
41
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Is Chipotle Squeezing too Hard?
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