Archive - Macro Ops Musings

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An MBA In Marketplaces, And Early-Stage Investing

Jun 18

An MBA on VCs, Marketplaces, And Early-Stage Investing

Jun 11

"Losers Average Losers"

May 28

“My portfolio is very balanced… I have half my assets in cash and the other half is in pain…” My brother-in-law told me that the other day and it made…

May 15

Bear market, bull market, in between...

May 14

Acima Business Distorts Long-term Core Earnings Power

May 12

What NOT to do in volatile times like these...

May 7

Quality Earnings Matters A Lot. Here's What You Need To Know ...

May 4

This will make you sit up in your chair (emphasis mine): In the 1990’s Harvard Business School’s Amy Edmondson performed some research to try to…

Apr 30

Will You Lick The Knife Of Lower Prices?

Apr 23

Stable Cashflows For A Decent Price

Apr 20

You don’t need Stoicism to be a value investor. In the same way you don’t need a killer step-back jump shot to play basketball. Yet if you want to excel…

Apr 16

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