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

Some Bear Takes on Bitcoin One of our very accomplished and wise readers recently noted in a piece that “hostility towards bears” is one of the hallmarks of euphoria. ...

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 ...

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 ...

Bloomberg News recently published an article, Amazon Fights Union Drive With Fact-Free Bombast, discussing Amazon’s alleged use of misinformation to prevent employees from ...

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 ...

Your author’s 11 year-old, like many her age, has become not just a purveyor of various games on Roblox but has also written code for two games. She and her ...

These are days of high-hopes and higher stock prices. As documented in two of our recent Charts For The Curious (“CFTC”), history suggests a very dim view on the ...

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 ...