Posts

Down Under, Portuguese Edition

May 18, 2023

More M&A

May 15, 2023

Post Mortem(s)

May 12, 2023

The Portcos Are Alright

May 08, 2023

On Finding Passion

May 01, 2023

Puttering Around

April 23, 2023

Money Is In The Tails

April 05, 2023

Investment Decisions Are Like Snowflakes

April 04, 2023

1Q23 Summary

April 03, 2023

The Unknown Unknowns

March 20, 2023

A Look In The Mirror

March 18, 2023

Prepare The Umbrella Before It Rains

March 14, 2023

Bridgewater Update

March 08, 2023

Narrative vs Data: Buffett Edition

February 23, 2023

Deal With the Devil

February 22, 2023

GLEN.L GLENCORE

A De-REITing Business Model

January 10, 2023

A Look Forward to 2023

December 28, 2022

Is SPG a Monster?

November 16, 2022

The Best Charts

October 26, 2022

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