#39 Reflections on Investing : Discount Rates and Realized Returns

There is an inverse relationship between current investment performance and expected future performance. Understanding why is a key to maximizing long-run risk adjusted returns.

#46 Reflections on Investing : Don’t Forget The Debt

#45 Reflections on Investing : The Pricing Game with 0DTE Tesla Options

#44 Reflections on Investing : Return of the High Fliers?

Investor Memo Q4 2022: Valuation Comes Home to Roost