Position Sizing: Optimizing for Better Returns
First Published on the Flyover Stocks Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns. “There ain’t only three things to Read More
A Mind of Their Own: Eight unconventional CEOs and their radically rational blueprint for success
Youtube video – Based on the acclaimed book, “The Outsiders”, by William Thorndike, Jr., this short, powerful film introduces you to eight remarkable, individualistic CEOs whose results were extraordinary.
Do High Interest Rates Fix High Inflation?
Lyn Alden (Lyn Alden Investment Strategy) In prior articles and newsletters, I’ve explored the causes of consumer price inflation over time. In short, the rate of consumer price inflation in Read More
Master Series: David Rolfe
From Investment Master Class Warren Buffett has long likened compounding to a snowball of sticky snow, and the longer the runway the snowball has to gather that sticky snow, the Read More
Whiskey and Oranges (and Coinbase)
Marc Rubinstein (Net Interest) A few years ago, a group of friends persuaded me to join them in buying a cask of whisky. It was a fun day out. We Read More
The Importance of Working Capital
Dean Pernas (Pernas Research) Why does working capital matter? Aside from being a measure of a company’s liquidity and financial health, working capital is a window into the efficiency of Read More
Growth is not the same as “growth”
Joachim Klement (Klement on Investing) The time has come for me to address one of those ‘elephants in the room’ that lies beneath the many meanings of a single word. Read More