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ICYMI
The third part of behavioral investing tools for the long-term investor is ready. Here’s the 3 parts:
Essential readings
Beretta: 500 Years of Family Ownership (
)Howard Marks’ 10 Rules Smart Investors Actually Follow (
)Why Every Investment Case Can Be True (and False) (
)Thoughts about long-term investing (
)Insiders' share ownership is not the reliable indicator many believe it to be (
)The ultimate guide to commit fraud and trick your investors (
)How to Buy Bonds: A Stress-Free Step-By-Step Guide (
)Why the truly best companies continue to outperform (
)The uncomfortable truth about learning that most investors ignore (
)Tariff Derangement Syndrome? (
)- )
Harnessing the power of AI for investing (
)Warren Buffett and Berkshire Hathaway news of the week (
)The 7 Long-Term Investing Styles (
)- )
St. James Investment Company Q2 2025 Letter (
)- )
Interview with Andrew Wilkinson of Tiny (
)How Jim Simons Launched the Quant Revolution (
)Deconstructing the Market's Most Famous Myth (
)A Personal History of American Finance (
)Treating stocks as ownership in operating businesses (
)
Recommended Book
Competition Demystified
Based on his hugely popular course at Columbia Business School, Greenwald and his coauthor, Judd Kahn, offer an easy-to-follow method for understanding the competitive structure of your industry and developing an appropriate strategy for your specific position.
Stocks Ideas
Givaudan (
)Wise (
)An Open Letter To Comcast CEO Brian Roberts (
)- )
- )
Deep value situation trading at half of book value (
)Microcap digital businesses holdco (
)A GARP AdTech: Viant Technology (
)Teladoc (
)3 ultra-profitable boring businesses (
)JPMorgan (
)IMAX (
)Kering and his leadership transition (
)- )
IREN: Tesla's Playbook Applied to Datacenters (
)Zscaler (
)- & )
Palantir (
)hVIVO (
)The Best Smallcap in EU Is Hiding In Italy (
)SAP SE (
)LVMH (
)
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Great work — and thanks for the mention!
Thanks for the mention!