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Lose Like the One Percent!
Only the wealthiest are eligible to obliterate capital in these exclusive investments
Aug 25
8
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Lose Like the One Percent!
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Checklist Series, Part 7: Low Cost Rules
A lot of what we have covered so far in the checklist series involves understanding how a company can create a superior product or customer experience…
Aug 18
2
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Checklist Series, Part 7: Low Cost Rules
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Audiobook is out, and more
You can finally listen to Low Risk Rules on the way to Rockaway Beach
Aug 11
3
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Audiobook is out, and more
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There's no crying in accounting
My "holy war" origin story
Aug 4
9
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There's no crying in accounting
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July 2025
Checklist Series, Part 6: "Sticky" business
Where do you think you're going? That's right... nowhere!
Jul 28
4
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Checklist Series, Part 6: "Sticky" business
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The Winners of the New World, Redux
The lessons of history
Jul 21
4
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The Winners of the New World, Redux
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Checklist Series, Part 5: Intangible Assets
We have now entered into a new part of the checklist - that where we evaluate where the company might possess a sustainable competitive advantage that…
Jul 14
2
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Checklist Series, Part 5: Intangible Assets
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Checklist Series, Part 4: Capital Allocation
Follow the money!
Jul 7
3
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Checklist Series, Part 4: Capital Allocation
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June 2025
Checklist series, Part 3: Industry analysis
"When a manager with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that…
Jun 30
5
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Checklist series, Part 3: Industry analysis
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Investment Lessons from Karl Marx
As far as I know, nobody has ever credited Karl Marx for his investment acumen in picking winners.
Jun 23
5
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Investment Lessons from Karl Marx
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Checklist series, Part 2: Track record
Is past performance is a clue to the future?
Jun 16
2
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Checklist series, Part 2: Track record
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Checklist series, Part 1: Keep it simple
What are the elements that go into selecting companies to invest in
Jun 9
5
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Checklist series, Part 1: Keep it simple
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