Discussion on the Study of Asset Price Movement

A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation

The Absurdity Supercycle- Being Early After the End of History

reflections on recent price action, ARK investments, Palantir, and crypto

Common Stocks and Uncommon Profits Book Summary

Rote changes in revenue and earnings are less interesting than their quality and repeatability. Invest in a company with capable, honest and adaptive management entering an under penetrated market that invests its resources in such a way to give it optionality into new spaces. High quality sales organizations, and long term investments into customer support with expanding margins due to automation are the killer combination.