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Quick Takes for the Curious2021-08-31T13:56:37+00:00

QUICK TAKES FOR THE CURIOUS

A monthly, wide ranging, and informal note based on discussions and readings.

Margin of Safety by Seth A. Klarman

June 30, 2021|

A Legendary Book with Timeless & Timely Lessons Introduction to an Investing Classic: “The truth is, I am pained by the disastrous investment results experienced by great numbers of ...

Inflation Investing

May 19, 2021|

Geopolitics, Domestic Affairs and Investing in a Time of Uncertainty Introduction: A Break from Tradition This letter has an established tradition of bringing a highly specific and pointed approach ...

Equity Returns & Equity Duration

May 12, 2021|

Data Points Endorsing Our Case for Buying What You Need? We do not make macro forecasts. The evidence is overwhelming….they are difficult to make. We do know there is ...

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