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Quick Takes for the Curious2022-05-02T05:10:10+00:00

QUICK TAKES FOR THE CURIOUS

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

Warren Buffett on Investing

April 14, 2021|

A Bull Market in the Basics: Bonds & the Evidence for Value Investing Yes, Kailash has done vast amounts of research on the historical data and built powerful proprietary models ...

A Well-Engineered SPAC

April 5, 2021|

Another Reason to Pursue High Quality Value Investing My father, a youthful 77-year-old, recently flattered me with some investment advice. Having recently received an email solicitation encouraging him to ...

Innovation vs. Value

March 24, 2021|

Bitcoin, Bubbles & BS In our prior Quick Take, your author threw his 11-year-old daughter to the proverbial wolves in the interests of defending the common-sense investment principles Kailash ...

What Is Value Investing?

February 2, 2021|

A Primer for Novices: A Prelude to Our Series on the Best Value Investing Books Inefficient Markets: The Largest Market Cap Companies Can Often be Mispriced This paper will explain ...

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