Moving To Substack
To all my readers who enjoy my content, please subscribe to my Substack (it's completely free). Substack just seems like a better...
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Topicus: Another Great Compounder In The Making
Introduction Topicus is the product of a spinoff of Total Specific Solutions (TSS) from Constellation Software in 2020. Topicus is...
Key Investing Lessons: John Maynard Keynes Edition
Since a picture is worth a thousand words or something, I'll start this off by showing you how well his Chest Fund's performance was. He...
Increasing The Probability Of Returns By Making The Right Assumptions
A friend of mine sent me a great video that got me thinking about the assumptions that need to be made in order to achieve a given rate...
Competitive Analysis: Industry Attractiveness
I recently finished Creating Shareholder Value By Alfred Rappaport and although I found it a little overly complex, I do think it has a...
Revisiting The Power Of Spawners
There are few new mental models I wanted to expand on, which I think make the spawner framework even more powerful. If you don't know...
Whats Holding You Back From Juicy 100 Baggers
If you love reading annual reports and biographies of Buffett and Munger, you are probably trying to improve your business knowledge, to...
The Future Of Shinoken: Trust DX Analysis
This is a deep dive for me to look into one of the larger spawning areas of Shinoken's new Trust DX platform, which was released last...
Lessons From Nick Sleep P4
Interim and Annual Letters From 2005. It's a general characteristic of human thought to focus on near-term gains over long-term gains....
Psychological Misjudgement In Chinese Equities
If you follow markets at all, you probably have noticed the pretty major sell-off of Chinese equities in the past few months. Below is...
Building Psychological Durability and Exiting Investments
In today's post, I'll go over how I've built some psychological durability to withstand drawdowns and what I'm learning more and more...
Checklist Additions: Bill Ackman Style
I hear Phil and Danielle Town discussing Ackman's checklist/principles and I wanted to write a little bit about it simply because I think...
3 Lessons From The Davis Dynasty
I've been consuming a lot of great books lately. One of the more interesting ones was The Davis Dynasty. If you don't know who Shelby...
Mohnish Pabrai Q&A Indiana University
Mohnish is just crushing it with his Q&A's. There were a few questions that he gets every Q&A and I didn't hear any new insights, so I...
What’s Your CEO Doing For You, The Shareholder
In my investing journey, I've been learning and thinking more and more about good capital allocation. From my own standpoint, I am my own...
Lessons From Nick Sleep P3
June 2004 - In May, the Partnership had grown to 100m with 16% cash assets. - "The size of any future reopening will be proportionate to...
Mohnish Pabrai Georgetown University Q&A Summary
As usual, a variety of great topics were covered. I really enjoyed his thoughts on opening a Pabrai Fund and how he'd go about it. I also...
How To Be A Poor Investor
I've been studying a lot of Charlie Munger lately and I've been diving more and more into his mental models. One of his models that I...
Mohnish Pabrai Babson College Fund Summary
Mohnish has been on his grind with his talks lately! As usual, he's dropping knowledge bombs on future generations and sharing his...
Psychology Of Misjudgement In Speculative Manias
Speculative manias are not new. They've been around for centuries, and who knows how many other speculative manias have happened through...
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