capital allocation
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Allan's Substack
Regulatory Risk Is a Sizing Problem: Applying the Kelly Criterion to Capital Allocation Under Uncertainty

The Simple Wealth Blueprint®
Actionable wealth tips in plain English — from credit mastery to smart investments — so you can break the cycle and build the future.

Heavy Moat Investments
Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

The Financial Pen
I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
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