#43 Reflections on Investing : “Valuing The Automotive Industry”, One Year Later

We revisit "Valuing The Automotive Industry" our in depth report from last year.

"Valuing The Automotive Industry" (Nov. 2021)

AI and Stock Market Valuation

#48 Reflections on Investing : US Tech Stocks – The Big Get Bigger

#47 Reflections on Investing : Back to the Future – The Automotive Industry

Investor Memo Q1 2023: Banks, Interest Rates, and Debt