Stocks to your inbox

Join 5,000+ investment professionals and curious stock pickers by subscribing to the newsletter.

Articles

Guides

risk and uncertainty

In life, you rarely deal with purely risky situations.

research process

How to find and research stocks.

…and how to (still) bank on them.

How to find and measure moats.

349 models to make sense of the world and its outcomes.

decision making

A framework for decision making that works.

Articles

Efficient markets

...and how they're not.

Sample writeup
June 7, 2021

How to calculate compound interest in your head.

Sample writeup
May 20, 2021

...and how to spot it with three mental models.

Sample writeup
May 18, 2021

The sit-on-your-ass philosophy

Sometimes it’s best to sit on your ass and enjoy the ride.

Sample writeup
April 13, 2021

The ability to go deep in a world of distraction.

Sample writeup
March 11, 2021

The intelligent investor

Thoughts on Ben Graham's most famous book.

Sample writeup
February 18, 2021

Return on invested capital

...and how to get it right.

Sample writeup
January 26, 2021

The problem with trying too hard

This book about tennis is not just about tennis.

Sample writeup
June 12, 2020

Short squeezes and market corners

Keynes said that markets can stay irrational longer than you can stay solvent.

Sample writeup
February 12, 2020

The Dhandho investor

Heads I win, tails I don't lose much!

Sample writeup
January 17, 2020

The Warren Buffett portfolio

Thoughts on Robert Hagstrom's Buffett book.

Sample writeup
December 19, 2019