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• Brainless Investing

  A collection of my writing about looking for a concentrated portfolio of durable businesses with healthy reinvestment engines that I can own for a long time. The goal is to find a few no-brainers and anomalies. If it's not a no-brainer, it's a no.

  10 posts · theirs

Lately

• Howard Marks is On Bubble Watch

  Brainless Investing · 2025-01-12

• I Feel Like I'm Taking Crazy Pills!

  Brainless Investing · 2024-12-08

• Another Way to Say "No" Quickly

  Brainless Investing · 2024-10-13

• Are We Projecting The Wrong Lessons Forward?

  Brainless Investing · 2024-10-06

• Hims & Hers

  Brainless Investing · 2024-09-29

• Cliff Asness Was Right, The Market is Irrational.

  Brainless Investing · 2024-09-22

• The Less-Efficient Market Hypothesis

  Brainless Investing · 2024-09-15

• Charles Schwab Update September '24

  Brainless Investing · 2024-09-08

• It's Hard to Get Rich

  Brainless Investing · 2024-08-25

• Don't Predict Prices

  Brainless Investing · 2024-08-18

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