h2
Thursday, 24 February 2022
h2
Sunday, 30 January 2022
h2
Friday, 28 January 2022
h2
Thursday, 20 January 2022
h2
Saturday, 17 April 2021
h2
Wednesday, 11 November 2020
h2
Tuesday, 17 March 2020
h2
Saturday, 29 February 2020
h2
Thursday, 6 February 2020
h2
Friday, 31 January 2020
h2
Thursday, 30 January 2020
h2
Friday, 24 January 2020
h2
Sunday, 12 January 2020
h2
Sunday, 10 November 2019
h2
Friday, 8 November 2019
h2
Thursday, 7 November 2019
h2
Monday, 2 September 2019
h2
Thursday, 29 August 2019
h2
Thursday, 15 August 2019
h2
Wednesday, 14 August 2019
h2
Wednesday, 13 March 2019
h2
Thursday, 7 March 2019
h2
Thursday, 21 February 2019
h2
Wednesday, 6 February 2019
h2
Sunday, 3 February 2019
h2
Thursday, 31 January 2019
h2
Monday, 28 January 2019
h2
Saturday, 26 January 2019
h2
Friday, 25 January 2019
h2
Wednesday, 23 January 2019
h2
Tuesday, 22 January 2019
h2
Sunday, 20 January 2019
h2
Saturday, 19 January 2019
h2
Thursday, 17 January 2019
h2
Wednesday, 28 November 2018
h2
Sunday, 25 November 2018
h2
Wednesday, 17 October 2018
h2
Monday, 15 October 2018
h2
Monday, 1 October 2018
h2
Sunday, 30 September 2018
h2
Saturday, 29 September 2018
h2
Wednesday, 19 September 2018
h2
Monday, 17 September 2018
h2
Friday, 14 September 2018
h2
Thursday, 13 September 2018
h2
Thursday, 16 August 2018
h2
Monday, 13 August 2018
h2
Wednesday, 1 August 2018
h2
Saturday, 31 March 2018
h2
Saturday, 3 March 2018
h2
Friday, 23 February 2018
h2
Monday, 12 February 2018
h2
Sunday, 11 February 2018
h2
Saturday, 10 February 2018
h2
Friday, 9 February 2018
h2
Wednesday, 7 February 2018
h2
Monday, 29 January 2018
h2
Sunday, 28 January 2018
h2
Saturday, 27 January 2018
h2
Wednesday, 24 January 2018
h2
Saturday, 20 January 2018
h2
Friday, 19 January 2018
h2
Wednesday, 17 January 2018
h2
Sunday, 14 January 2018
h2
Saturday, 13 January 2018
h2
Thursday, 21 December 2017
h2
Saturday, 2 December 2017
h2
Tuesday, 28 November 2017
h2
Monday, 27 November 2017
h2
Monday, 16 October 2017
h2
Thursday, 12 October 2017
h2
Friday, 11 August 2017
h2
Wednesday, 9 August 2017
h2
Saturday, 5 August 2017
h2
Wednesday, 19 July 2017
h2
Saturday, 15 July 2017
h3
Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; a
h3
E-cigarattes; cultural bias; pluralistic society; and warped incentives
h3
Negative gearing & surging rents: Is Andrew King disingenuous; delusional; or just plain dumb?
h3
Unicorn bubbles, Clutter, and the value of time
h3
Time to take a punt on Nagacorp?
h3
The 'ick factor', and Ambac as an interesting long
h3
Why I think digital currencies will go to zero
h3
Seeing through the stock-based compensation ruse
h3
Deflationary delusions, the wealth effect, and the direction of causality
h3
BMW & bargains in plain sight
h3
Michael Kors +21.5%, and why value investing is so hard
h3
James Damore vs. The Google Archipelago
h3
The (real) truth about our debt
h3
Why I (and the market) are not worried about nuclear war with North Korea, and why Richard Thaler is
h3
All set for the biggest equity bubble in history?
h3
The economics of blogging, and the challenges for traditional media & content creators
h3
Bursting the Bitcoin Bulls' Bubble
h3
Bitcoin addendum: Running out of oxygen; the 'money of the internet' fallacy; and bitcoin futures &
h3
The real (and misunderstood) economics of disruption
h3
Multi-disciplinary thinking; the gender wage gap; and amoral markets
h3
Why is society becoming so polarised?
h3
Exit humility; enter mental flexiblity
h3
Why US drug prices have been rising, not falling
h3
Finding investment ideas, Brighthouse Financial; Dignity plc; and favouring breadth over depth
h3
Bill Miller & the coming equity bubble
h3
Which job offer would you prefer? A value vs. growth allegory
h3
Market efficiency and Telecom Italia Savings Shares
h3
Bitcoin holder alert: financial libertarians beware
h3
Some thought's on the market's recent volatility
h3
Bargain stocks in HK/China; no-brainer investing; and Dongfeng Motor
h3
Life expectancy and the cost of capital
h3
Expedia and dodgy accounting
h3
Does money make you happy?
h3
Favouring the specific over the general; Tinkoff and Washington Prime Group
h3
Why Russia public display of nuclear strength is paradoxically comforting
h3
Samsung, and how to make money without a crystal ball
h3
Motivated reasoning and the root cause of intellectual intolerance
h3
Why value investing works and will continue to work
h3
New valuation metrics for tech companies, and Spotify
h3
Trade wars, economic ideology, and why Trump has a point
h3
The (real) cautionary tale of David Einhorn
h3
A capitulation point in Turkey?
h3
Is Elon Musk's attempted Tesla privatisation a covert bail-out?
h3
The ethics of ethical investing
h3
The correct way to think about risk
h3
On China's (putative) real estate construction bubble... facts vs narratives
h3
The Australian housing bust: Why this time is different
h3
Kavanaugh-gate and human irrationality
h3
The Venezuelan economic policy manual (satire)
h3
When reason fails: Mitchell's damning report; media bias; and disillusionment
h3
Activist excess, incentives, and the undersupply of grievance
h3
Pessimism on global growth reaches November 2008 levels; is it justified?
h3
Stories, Greek myths, and Eurobank
h3
Eurobank addendum: Merger with Grivalia
h3
WSJ exposes corrupt hospital practices that inflate healthcare bills
h3
Greek bank update: The importance of regulatory forbearance
h3
Worst marketing campaign ever...?
h3
US cultural breakdown, and identity politics run amok
h3
The capacity to suffer, LCV/CAC, and Capital One Financial
h3
Fishing where the cod is, and Munger's stunning rebuke of many 'value' investors
h3
Apple's strategic dilemma
h3
The Road to Serfdom: How identity politics and socialist-communist ideology are intimately linked
h3
The art of worldly wisdom, smoking, and British American Tobacco
h3
The real reason populism is rising in the West
h3
The value of what is vs. what could be, and the economics of disruption redux
h3
Flawed thinking on buybacks, and why buybacks are still underutilized
h3
Is another tech bust coming?
h3
The great bribe-the-distributor US drug pricing scam
h3
Turkey update, Lira outlook, and keeping one's eye on the ball
h3
Uber, delusion, and ride-hailing's structural economic inefficiency
h3
Berkshire Hathaway succumbs to the tech bubble
h3
The problem with Ben Thompson's 'aggregation theory'
h3
The (real) way to solve the (real) US trade deficit problem
h3
Greek update #3: The narrative flips; selling Piraeus
h3
Why P/E multiples are (justifiably) lower in periods of high inflation
h3
Why profits matter (and value investing is not dead)
h3
Investing in low conviction stocks; jumping the gun on EVs; and Tenneco
h3
How worried should we really be about an inverting yield curve?
h3
A duration-bubble or a low-volatility bubble?
h3
Contrarianism; ESG investing; coal; and climate change
h3
Free speech; Mark Zuckerberg; and online 'misinformation'
h3
How much cash should you hold? The case for being fully invested
h3
Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; a
h3
Extrapolation; Technology One & SaaS; Affiliated Managers Group; margins of safety; and growth bubbl
h3
Learning the wrong lessons; style drift; and why smart value investors underperform
h3
Facebook - the bear case
h3
Afterpay Touch: a more expensive solution to an existing, solved problem
h3
Dynamic vs. static analysis, and what the US shale and technology sectors have in common
h3
Coronapocalypse - some thoughts
h3
Coronavirus update: From an unknown unknown to a known unknown
h3
Market inefficiency, liquidity flywheels, asset class arbitrage, and Hong Kong Land
h3
Unravelling value's decade-long underperformance (and imminent resurgence)
h3
Crypto-mania is back: Crypto vs. Fiat, and why newer isn't always better
h3
Elon Musk; Simulated Universes; Moore's Curse; The Fermi Paradox; Mars colonization; and Technologic
h3
Tech, inflation, and the tyranny of the numerator
h3
Taking (slight) issue with Graham's "weighing machine"; and unpacking "intrinsic value"
h3
Demystifying Putin: US vs. Russia geopolitics - the real story
h3
Neil Young vs. Rogan/Spotify, Meta Values, and Pluralistic vs. Authoritarian Societies
h3
Russia update - the road to war