Pathways to Profitability

Wednesday, February 15, 2023 Data Update 5 for 2023: The Earnings Test Aswath Damodaran As I have argued in all four of my posts, so far, about 2022, it was Read More

Don’t trust management forecasts

Joachim Klement Overconfidence is probably the most pervasive behavioural bias anywhere, though anchoring may give it a run for its money. And if you think you are not overconfident, then Read More

Becoming Trader Joe: A Book Review

Brandon Beylo (Macro Ops) The more I study investing, the less I reach for investing-specific books to read. Of course, you should read “The Classics” of Buffett, Graham, and Greenwald. Read More