Mindset Value

Mindset Value

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Iomegans, Identity and Investing

Stock Market Nationalism

Nintendo Bewilderment

Allow Me to (Re)Introduce Myself

Power Law Dynamics

Fred Liu is Up More Than 164% And We Are Not

Betting on France’s Gambling Monopoly

Electric Car Bubble

What Do You Do When You Lose Almost Everything?

Should Warren Buffett Dismantle Berkshire Hathaway?

Value Investing is Alive and Well Presentation

Do Not Listen to Election Investment Predictions

Paging Jesse Cohn, Twitter Investors Are Waiting

Netflix is Over the Moon

Are Analysts and Investors Even Playing Nintendo’s Games?

My Big Miss in 2020

Value Investing is Alive and Well

The Oracle of Lincoln

Revisiting ANGI

Gift Culture

Microcap adventure

Asset Plays Are Often Value Traps

Two Sells and a Hold

The Hard Break

Is Cannabis the New SaaS?

The Perils and Pitfalls of Microcap Investing

Fishing Where the Fish Are

Mama Mia! Nintendo is 2013 Microsoft!

Opportunity in Small Cap Energy: Black Stone Minerals

Retraining America

ANGI’s Plumber Problem

1999, the sequel

The Great FOMO Trade of 2020

Deep dive fundamental research into publicly traded stocks, business models and ideas

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