Education
Management Meetings: Access without Attachment
The more I like a management team, the more important it becomes to check my conclusions against the facts.
Jun 11, 2026 · 15 min read min
Education
Letting Your Losers Get Smaller
Don’t add additional troops to a potentially bad situation.
Jun 4, 2026 · 4 min read min
Education
Investing Lessons From a Midnight Car Wash
I was enjoying the best nap of my life on the couch when a slap on my leg jolted me
Jun 2, 2026 · 9 min read min
Education
The Coach Who Never Stopped Rebuilding
The portfolio that made you made money five years ago is a historical artifact. The portfolio that keeps you wealthy is the one you have the courage to keep rebuilding.
May 27, 2026 · 5 min read min
Presentation
We Are Vikings
What three centuries of Norse raiders teach us about microcap investing
May 12, 2026 · 1 min read min
Education
Investing is Not a Game of Perfect
The market is the most expensive psychiatrist's couch you'll ever sit on, and it will tell you more about who you are than any therapist could.
May 6, 2026 · 7 min read min
Scroll to load more posts…