My Items

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Throw Out the Old Playbook

It's a New Game. Time for a New Game Plan

What We're Seeing & Thinking

How COVID affects our longer-term outlook

Et Tu, Buffett?

Is alpha dead? 

Magic Odds

A neat trick - while it lasts.

My Biggest Mistake

A case study on Borders Books

The Truth Map

Analysis of Competing Hypotheses (ACH)

The Illusion of Knowledge

Ingenico Case Study

How to Value a Moat (short version)

What’s a Truly Great Business Truly Worth?

How to Value a Moat

The full length version

House Hunting in China

A tour of 5 Chinese cities

Inflation: From Hippies to Yuppies to Hipsters

Inflation: Past, Present and Possible Future

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