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Punchcards, Miami, Unpopular Large Caps, and the King of Buy & Hold
The TLDR: March 2024
Mar 28
•
Conor Mac
21
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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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February 2024
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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5
Is Chipotle Squeezing too Hard?
Driving growth via traffic vs menu price
Feb 19
•
Conor Mac
40
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Is Chipotle Squeezing too Hard?
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4
An Advisor and His Client
A portfolio in distress and why some individuals may benefit from a financial advisor
Feb 13
•
Conor Mac
37
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An Advisor and His Client
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6
The Reality of Mixed Reality
Yet another take on Vision Pro
Feb 8
•
Conor Mac
24
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The Reality of Mixed Reality
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2
S&P Addiction
Picking a benchmark: A brutal process that keeps you humble
Feb 6
•
Conor Mac
36
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S&P Addiction
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11
January 2024
Under the Hammer
(LON:ATG) Auction Technology Group
Jan 29
•
Conor Mac
18
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Under the Hammer
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Serial Acquirers, The Art of Not Selling, and Chuck Akre's Masterclass
The TLDR: January 2024
Jan 25
•
Conor Mac
29
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Serial Acquirers, The Art of Not Selling, and Chuck Akre's Masterclass
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