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Checklist Series, Part 12: Check the numbers
The devil hides in darkness
Oct 27
2
We're number two!
The third fiscal quarter of 2025 wrapped up a couple of weeks ago.
Oct 20
5
Desperately seeking safety
The story of Hansel and Gretel has been told countless times.
Oct 13
10
Checklist Series, Part 11: Quality of earnings
People mean a lot of different things when they talk about “quality of earnings.”
Oct 6
5
September 2025
Marlboro Friday and Zooming Out
Ignoring conventional wisdom as they key to investment success
Sep 29
5
Checklist Series, Part 10: Zoom Out
Look beyond quarterly results
Sep 22
4
Checklist Series, Part 9: Pricing Power
The weapon that is most deadly when it is least used
Sep 15
6
1
Checklist Series, Part 8: The Industry Advantage (plus charts!)
For what it’s worth, the Checklist Series is not resonating with readers.
Sep 8
6
2
Boring is better
Buffett's rule number one, in investing and football
Sep 1
8
3
August 2025
Lose Like the One Percent!
Only the wealthiest are eligible to obliterate capital in these exclusive investments
Aug 25
8
2
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
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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