Howard Marks is On Bubble Watch
Warren Buffett drops everything to read Marks' memos - here's what I learned in the latest one:
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.
Dormant Last read · last published · next check
Read 8 days ago and current, but nothing has been published for 20 months.
Latest posts
I Feel Like I'm Taking Crazy Pills!
Some thoughts on the market and what I'm doing about it.
Another Way to Say "No" Quickly
Filtering Stock Lists
Are We Projecting The Wrong Lessons Forward?
I try very hard to always remain a bottom-up stock picker.
Hims & Hers
How I say no quickly
Cliff Asness Was Right, The Market is Irrational.
Last week, I wrote about Cliff Asness’ paper “The Less-Efficient Market Hypothesis.”
The Less-Efficient Market Hypothesis
A great paper by Cliff Asness
Charles Schwab Update September '24
It’s been almost a year since I’ve done an update on Charles Schwab.
It's Hard to Get Rich
But you only have to do it once...
Don't Predict Prices
Investing is pretty easy when the market is going up.