Sitemap - 2023 - Investment Talk
Pattern Recognition, True Luxury & Failing to Capitalise on Structural Trends
The Last Bastion of British Luxury
Why International May Finally be a Focus at Chipotle
15 Books to Read Before You Die
Why don't you just sell all your stocks and buy ETFs, you'll probably have better performance?
The Fate of the SPY and $400b+ Rests in the Hands of 11 Ordinary Individuals
Here is the Problem with Thematic ETFs
Neglected Aspects of Investing
Doubling Down as the Losses Pile Up
I Might Not Swing for Two Years
Bill Miller Masterclass, Making Money from Junk, The Downsides of Choice, & Categories of One
Value works, even if you’re unemployed and live with your parents
The Nasdaq's Special Rebalance is Not So Special
Mimetic Desire with Luke Burgis
Creativity in Short Selling, Pat Dorsey on Moats, & Peter Lynch on 150-Baggers
Placing Your Bets In The UK Gambling Industry
Why Lynch Retired So Early, The Seven Virtues of Great Investors, & Rising Above the Odds
What if God was a hedge fund manager?
Blowing Up, Walter Schloss, Investing Challenges, & The Coffee Can Edge
Navigating the Information Age
Career Advice from David Tepper
Life Update, Druckenmiller Sees Nifty Fifty Similarities, The Secrets of John Templeton, & Luxury
Life's Smallest Luxury is not Lost on India
How the Small Investor 'Could' Beat the Market
Catching Knives, The Myth of Cash on the Sidelines, & Conviction Investing
Buffett gives the seal of approval for Japan and Jerome Powell
Stanley Druckenmiller at The Lost Tree Club
Improving Your Thinking, Quality in UK Markets, and Scarcity in Microcaps
Three Years of Investment Talk
The Commonalities of Superinvestors
Have We Reached a Cyclical Low in Unemployment?
Competition is for Losers, Tsundoku, Munger's Speech & Losing Your Fastball
An Open Letter to Every Company in Tech
Not Another Article About Banks
Low Interest Rate Phenomenon: Sinking Ships Make Money
Portfolio Optimisation, Luck & Regret, François Rochon, & Running Money for the Long Term
All Quiet on the Eastern Front
Mr Buffett on the Stock Market, 1999
Peak US Dollar, Google's Degrading Culture, Levelling Up, & Keeping Things Simple
The Good People of Britain will Always Stuff Their Faces with Pastry
The Forgotten Lessons of 2008: Seth Klarman
PepsiCo Paid $1 Million for This
The Lindy Effect, Restoring Disney, the State of Mobile & The Year in Franchising