Quick Takes for the Curious2023-01-18T04:08:07+00:00


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

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 to ...

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 ...

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