What We’re Reading (Week Ending 04 February 2024)
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An Attempt To Expand Our Circle of Competence
Jeremy and I have not invested in an oil & gas company for years. The reason can be traced to ...
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What We’re Reading (Week Ending 28 January 2024)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q4 2023
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan ...
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What We’re Reading (Week Ending 21 January 2024)
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The Everlasting Things In Human Affairs
Morgan Housel is one of my favourite writers in finance. In November 2023, he published his second book, Same as ...
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What We’re Reading (Week Ending 14 January 2024)
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Don’t Judge Your Investments By Their Stock Prices
Back in December 2020, I wrote an article on Moderna and BioNTech. The two companies were the front runners in ...
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What We’re Reading (Week Ending 07 January 2024)
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Companies Need to Stop Doing These Stupid Things
We see companies do stupid things all the time that erodes shareholder value. Here are three of them that really ...
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What We’re Reading (Week Ending 31 December 2023)
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Ben Graham’s Q&A
I recently came across an old US TV news clip from the 1950s that featured Ben Graham, the mentor of ...
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