Research & Insights

Research & Insights

Issue #45

Time horizons are everything in this game; What an animal’s metabolic rate tells us about growth companies; A re-rating in multiples is healthy: It's a good setup

Issue #44

Investing is the discipline of "relative selection"; "The bottoms up fundamental investor is basically irrelevant in... the daily movement of stock prices"; Disrupting the hedge fund model — a chat with the Good Soil guys

Issue #43

"The ghost of higher inflation and interest rates is scaring many out of valuable positions”; Missing out on the winner in a winner-take-all game (i.e. errors of omission); Our view of the decade ahead

Issue #42

Your attention span was stolen; Christopher Tsai on compounding knowledge, the mental mindset of a long-term investor, and drawing inspiration from art; China in 2021 (and 2022): Dan Wang's year-in-review

Issue #41

An ode to the unreasonable man; What Belichick and Buffett have in common; Instead of New Year's resolutions, try this

Issue #40

Tobi the hedgehog; The cascading effects of a global logistics meltdown; Learn from your mentors; don't become them

Issue #39

Chatting Tesla, Spotify, and disruption with the Good Soil guys; Free cash flow as the "hips" of finance; Don't just ask what can go wrong; ask what can go right

Issue #38

The challenges of thinking in decades—not years; From Zen Buddhism to John Milton to Warren Buffett—a conversation with William Green; "Three steps to the future..."

Issue #37

The winners and losers of the energy transition: My conversation with Carbon Tracker's Mark Campanale and Kingsmill Bond; The careful balance between conviction and flexibility; The cloud in 2030

Issue #36

The investing advantages of not caring what others think of you; What business owners can learn from Newtonian physics; WFH ... or Work From Anywhere? Airbnb and the "Great Convergence"

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