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    Falling in Love With Investments
    February 23, 2023
    The Digest #120
    June 7, 2022
    The Futility of Hatred
    January 3, 2022
    Reward and Punishment Superresponse Tendency
    December 28, 2020
    How to Lie With Statistics
    December 23, 2019
    Avoiding 21st Century Twaddle
    October 25, 2019
    Availability-Misweighing Tendency
    July 1, 2019
    Sapiens: A Brief History of Humankind
    October 21, 2018
    Sharing Ideas? Beware of Negative Lollapalooza Effects
    March 16, 2017
    Meditations by Marcus Aurelius
    January 18, 2017
    Munger’s Psychology of Human Misjudgment
    December 6, 2016
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    Recent Articles

    • Three LessonsSeptember 30, 2023
      A few life lessons based on observations over a half century.
    • The Digest #166September 27, 2023
      The media landscape, Dollar General's meltdown, The written word, Damodaran on Instacart, The human condition, Herb Kelleher, Merger arbitrage, and more.
    • Warren Buffett on Inflation — Part 3September 26, 2023
      During periods of high inflation, capital-light businesses have important advantages. See's Candies during the Great Inflation of the 1970s and early 1980s is a perfect case study.
    • Warren Buffett on Inflation — Part 2September 23, 2023
      Inflation took the auto insurance industry by surprise in the 1970s, impacting Berkshire's auto insurance business as well as nearly bankrupting GEICO.
    • There’s Always a ReasonSeptember 21, 2023
      Enduring business models in competitive industries exist for good reasons. Dollar stores provide an important option for customers chronically short on cash.
    • The Digest #165September 19, 2023
      Buffett on Inflation, Dollar General, Due Diligence, Personal Libraries, The role of AI in drug discovery, Small-cap opportunities, and interviews of Peter Brown, Bill Gross, Chris Bloomstran.
    • Warren Buffett on Inflation — Part 1September 18, 2023
      This article presents lessons learned regarding investing in bonds based on Warren Buffett's commentary in his final partnership letters written in 1969 and 1970.
    • The Power of Investment JournalsSeptember 14, 2023
      Writing down the rationale for investment decisions is a prerequisite for success. This articles explores lessons I learned dating back to 2009.
    • The Digest #164September 13, 2023
      Howard Marks on intelligent risks, Li Lu's amazing life story, Damodaran on streaming, Thompson on Charter vs. Disney, Taleb's favorite literary works, Buffett's Japanese investments, and more ...
    • The Sad IronsSeptember 12, 2023
      During the depths of the Great Depression, Lyndon Johnson was determined to electrify the Texas Hill Country. Success was integral to his path to greater power.
    • Negative Lollapalooza EffectsSeptember 10, 2023
      Sharing ideas can have benefits but there are also psychological risks. This article applies lessons from Charlie Munger's psychology of human misjudgment to investing.
    • The Digest #163September 7, 2023
      Corporate taxes, Berkshire's clean energy investments, Isaacson's biography of Elon Musk, ESPN's future, Nvidia, AI, Interpreting medical studies, Why Doomberg left Twitter, Jimmy Buffett, and more...
    • Dollar General: Value or Value Trap?September 4, 2023
      I spent Labor Day weekend reading about this beaten down retailer. This article provides some initial thoughts about the company as well as the overall retail landscape.
    • The Digest #162August 31, 2023
      Volcker on inflation, Parametric insurance, The futility of guidance, Corporate governance reform, Keeping a notebook, Singleton and Teledyne, The pros and cons of cancer screening
    • Warren Buffett’s CanvasAugust 30, 2023
      Berkshire Hathaway continues to evolve as Warren Buffett celebrates his 93rd birthday with no signs of putting down his paintbrush anytime soon.
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