Deep Work: Rules for focussed success in a distracted world

Three quick questions: How many times do you think you checked your phone today? If you’re reading this on a laptop

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TCI Investment Note: Persistent Systems

This is a post with a difference. For the first time on this site, I’ve tried to articulate my thesis

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Everybody’s doing it

In one of his memos at Oaktree Capital, Howard Marks refers to the market as a pendulum swinging between greed and fear. That

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Beware advice from the successful

Survivorship Bias OR How a mathematician helped win a war In 1942, in the middle of the bloodiest wars ever seen, the

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Mean Reversion: The Value Investor’s secret weapon

  Successful Equity Investing To become an equity investor, you need three foundational elements: to tell a fundamentally strong company from one

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Five great free value investing resources

“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all

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So many stocks…So little time

This is a practitioner’s post for someone looking for help to develop their own investment process, using a freely available

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