Buggy Humans in a Messy World
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As passengers on a journey we have little control over, it matters who the driver is. "Who am I backing here" becomes an investor's most important ques…
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Hard part of investing isn't finding an approach that works, but sticking to it over many years. To do so, "does this work for me" matters more than "d…
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Why I never discuss individual businesses, especially ones that we own.
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A complex issue, better viewed in a holistic than in a mechanistic manner. This (long) essay covers how a business owner, not renter, thinks about and …
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Everything buggy and messy about our world rhymes. Kinda.
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A Friday silly short note on investing thoughts that have never occurred to me
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How to ignore all-pervasive noise? Whom to learn from? My answer: stick to those who make it to Mount Rushmore of their respective domains.
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My last covid-related essay. And a note of caution on the charlatans who populate this field.
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Valuation technique is a tool, a means to an end. If objective is sound decision, not elegant method, principles behind DCF are more valuable than mech…
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Even seemingly reasonable analyses can exaggerate excess deaths by over 100%
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On what's good about investing. And a rant about what's bad about some parts of social science.
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When others' interests are out of sync with yours, be wary of their views.
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