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Investment philosophy
Where do stock returns come from? A napkin framework.
Distilling down a DCF to its simplest components
Jun 29
17
3
Stock markets are the enemy of investors
Liquidity, diversification, and financial theory are not good friends of investors.
Aug 18, 2024
4
2
The epistemology of value investing
A reflection on the value method.
Mar 17, 2024
6
Value hunting in apparel retailing.
Finding value in the debris after Amazon, Shein, and the macro.
Mar 2, 2024
2
3
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