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Circle The Wagons
March 30, 2024 | Off we go with Mohnish Pabrai’s 2023 presentation at the University of Nebraska, cool charts, and more in 2 minutes to read.
Thinking Fast and Slow
March 28, 2024 | Rest in peace to an economics icon: Dr. Daniel Kahneman, the Nobel Prize winner who wrote Thinking Fast and Slow and upended economics, died this week at 90.
David Vs Goliath
March 27, 2024 | Sometimes, David doesn’t beat Goliath. Actually, it’s been several years straight since David beat Goliath. That is, David being “small-cap stocks” and Goliath being large-caps (think the Magnificent 7 and the S&P 500 generally.)
