DISCLOSURE: The following weekly edition contains an affiliate link to Amazon. If you purchase through this link, I may earn a small commission at no additional cost to you. Your support helps keep this newsletter free and focused on delivering high-quality content for you.
ICYMI
Learn how to build a powerful investment process in six clear steps
Essential readings
- )
No, Microcaps are not dead… yet (
)Lessons from 125 Years of Market Data (
)How to Read 10Ks Like a Hedge Fund (
)Where do Tech Returns Come From? (
)Reading is not just about collecting facts, but building new mental models (
)Why Site Visits Matter in Microcaps Investing (
)George Soros and The Theory of Reflexivity (
)Hidden insights from 60 years of Buffett's wisdom (
)Investors Need To Be Nomadic Disciples (
)- )
- )
- )
- )
1973 Berkshire Hathaway Shareholder Letter (
)Buffett’s concentrated portfolio analysis (
)As A Man Thinks…: Thomas J. Watson (
)Distribution - The Only Moat Left? (
)Forbes profile on Buffett during the 74-bear market (
)- )
Warren Buffett and Berkshire Hathaway news of the week (
)A Strategic Analysis of AI-Driven and Value-Centric Investment Philosophies (
)- ( )
Shopee's Dominance in Southeast Asia's E-Commerce Market (
)
Recommended Book
The Devil's Financial Dictionary
The Devil's Financial Dictionary skewers the plutocrats and bureaucrats who gave us exploding mortgages, freakish risks, and banks too big to fail. And it distills the complexities, absurdities, and pomposities of Wall Street into plain truths and aphorisms anyone can understand.
Stocks Ideas
- )
- )
Multifamily REIT trading @ ~25% discount to NAV (
)- )
Broadcom (
)Weatherford International Plc (
)Safran - Aerospace & Defence (
)- )
Angi (
)- )
- )
Watches of Switzerland Group (
)- )
- )
Ready to sharpen your investing edge?
I’ve created a series of focused, no-fluff ebooks to help you master proven value investing strategies — and they’re just $9 each:
Each guide is packed with practical frameworks and tools you can apply right away.
Thanks for the mention!
Thanks for the mention!