Most active investment managers underperform the market. It’s even worse after taxes. But you know that already. So why would you ever invest with an active manager?
What can we learn from SVB going from > $15B market cap to ~ zero in less than a week?
I was a young equity analyst at one of the largest mutual fund firms in the country. My most important stock recommendation to the firm’s portfolio…
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If Charlie Munger’s opinions are strongly worded, it is because his confidence in his views has been earned through decades of successful investing…
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And how it affected my approach to investing
Use Warren Buffett's 3 Principles
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Optimism abounds in the capital markets. You need this checklist.
I had just made an investment mistake. And not just one mistake – I somehow managed to combine three different mistakes on a single investment…
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Neckar Substack.
Neckar Substack.
Frederik Gieschen
Behind the Balance Sheet
Behind the Balance Sheet
Stephen Clapham Equity Analyst
Compounding Quality
Compounding Quality
Compounding Quality
Capital Employed
Capital Employed
Jon Kingston

Behavioral Value Investor