Education
Small Stocks are Roller Coasters
“The valuation of every company is simply a number from today multiplied by a story about tomorrow.” - Morgan Housel
Jun 17, 2025 · 5 min read min
Education
The Secret to Compounding
When you take care of today, tomorrow takes care of itself.
May 1, 2025 · 6 min read min
Education
Michael Steinhardt - In His Own Words
Steinhardt was a fundamental stock picker, but he was short-term. He was also a top-down macro trader. He also shorted. He was so different. He didn’t fit in a box.
Apr 15, 2025 · 12 min read min
Education
The ROI of Your Mother
Customer delight cannot be measured, but is just as important as the things that are measured.
Apr 10, 2025 · 10 min read min
Education
Be Superman
Every so often the market throws us a gut punch we didn't see coming. It hits us so hard it could almost bring Superman to his knees.
Apr 6, 2025 · 5 min read min
Education
Keep Throwing Spears
Every investor has a moment where they have to decide: trust the consensus, or throw the spear.
Apr 2, 2025 · 5 min read min
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