Author of Hidden Monopolies | Equity PM 30 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Life Long Learning
Joined September 2011
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31 May 2025
FINALLY !
HIDDEN MONOPOLIES is now AVAILABLE !
Benefit from a reduced price for a limited time and order NOW.
(link in the comment below)
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Jun 13
Must read !
Even though the book is from 2016 - it is highly relevant to understand the impact of AI !
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Jun 12
"In the end, enduring value belongs to those willing to let time do the compounding."
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Jun 11
Business fundamentals dominate management quality
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Every investor should know about thi
How companies can trick us boosting earnings
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One of the best research papers by Michael Mauboussin
CAP (Competitive Advantage Period)
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Judging a stock's P/E is meaningless, unless you understand its business.
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One of the best books about understanding crowd behavior
Highly relevant for investors
Originally published in 1895 (!), Gustav LeBon's book is a classic.
"An individual may accept contradiction and discussion; a crowd will never do so."
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May 31
Currently reading
Nice addition to Cialdini's Influence
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May 25
The best books don’t age, they stay relevant.
This is one of them. Read it !
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May 21
Invest in companies that endure, not those that are currently successful because someday they will be challenged.
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May 17
Selecting the best stocks in a sector vs. selecting the best sectors
Both matter, but it depends on the sector itself.
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