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All Archive
2020
Berkshire 2020: Notes from the Virtual AGM
04-06
Notes from JL Collins on the market crash (Mad Fientist podcast)
03-16
2019
Fishing where the fish are
04-15
The selfless legend: John Bogle
01-16
2018
Reversion to the Mean
07-18
An estimate of the size of passive indexing
06-20
STORE Capital
03-18
2017
Fairfax India Holdings
12-21
Value investing during the last bull cycle
11-26
Fairfax Financial Holdings
09-14
S&P Global Inc (SPGI)
07-27
A note on the Human Touch: Narayana Hrudayala
06-04
Amerco Holdings (U-Haul)
03-25
Survey of non-food FMCGs
02-04
2016
From Jekyll to Hugo
12-25
Analysis: ROSS Dress For Less (ROST)
03-18
Discounted Cash Flow For Engineers: Visa Inc
03-10
2015
Why equities?
10-22
The rule of 72 - why it works and when
09-10
If you could only read 2 pages on investing
06-28
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