Discussion on the Study of Asset Price MovementA 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 Historyreflections on recent price action, ARK investments, Palantir, and crypto
Common Stocks and Uncommon Profits Book SummaryRote 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.