Lessons From The Immortal Charlie Munger

Neuroscientist David Eagleman once wrote: “There are three deaths: the first is when the body ceases to function. The second ...
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/ / Personal Thoughts

Having a Margin of Safety

Warren Buffett once said that we should invest only when the price provides us with a margin of safety. But ...
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/ / General Investing

What We’re Reading (Week Ending 26 November 2023)

We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe ...
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/ / What We're Reading

The Latest Thoughts From American Technology Companies On AI (2023 Q3)

The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the ...
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/ / General Investing

What We’re Reading (Week Ending 19 November 2023)

We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe ...
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/ / What We're Reading

How to Get 10% Returns a Year

How much should you pay for a stock to get a 10% return? In this article I explore a valuation ...
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/ / Investing Analysis

More Thoughts on Artificial Intelligence

I published Thoughts on Artificial Intelligence on 19 July 2023. Since then, developments in AI have continued at a breath-taking ...
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/ / Investing Analysis

What We’re Reading (Week Ending 05 November 2023)

We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe ...
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/ / What We're Reading

Jensen Huang’s Wisdom

I listen to, or read the transcripts of, podcasts regularly. One of my favourite podcast episodes this year was Jensen ...
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/ / General Investing

What We’re Reading (Week Ending 29 October 2023)

We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe ...
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/ / What We're Reading

When DCFF Models Fail

Investing is based on the premise that an asset's value is the cash flow that it generates over its lifetime, ...
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/ / General Investing

What We’re Reading (Week Ending 22 October 2023)

We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe ...
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/ / What We're Reading