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A proper shoot-out
Presently, I’m looking at the Olympic medal tally and can’t help but notice a certain antipodean nation sitting in 4th position behind a...
Jul 31, 20243 min read
Playing the right game
I write today in the calm before the work rampage that is Q2 results. To the untrained eye, this quarterly ritual seems to involve a...
Jul 16, 20243 min read
"Buffett says"
“Buffett says” is no excuse for intellectual laziness. Buffett’s annual letter to shareholders was out a few days ago. As usual it’s...
Mar 6, 20244 min read

Inflation and aeronautics
What’s the difference between a conspiracy theory and truth? These days, about 3 weeks. Some of the things I love about investing are the...
Mar 6, 20235 min read
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