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The Bill Gurley Chronicles: Part II
An MBA In Marketplaces, And Early-Stage Investing
Macro Ops
Jun 18
4
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The Bill Gurley Chronicles: Part II
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The Bill Gurley Chronicles: Part I
An MBA on VCs, Marketplaces, And Early-Stage Investing
Macro Ops
Jun 11
14
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The Bill Gurley Chronicles: Part I
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Lessons From A Trading Great: Paul Tudor Jones (PTJ)
"Losers Average Losers"
Macro Ops
May 28
26
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Lessons From A Trading Great: Paul Tudor Jones (PTJ)
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Pain Allocation, Frog Poison, And Druckenmiller’s Secret Weapon
“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…
Macro Ops
May 15
12
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Pain Allocation, Frog Poison, And Druckenmiller’s Secret Weapon
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How To Identify The Consensus In Any Market
Bear market, bull market, in between...
Macro Ops
May 14
11
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How To Identify The Consensus In Any Market
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Rent-A-Center (RCII): Cheap LTO Retailer For 3.5x FCF
Acima Business Distorts Long-term Core Earnings Power
Macro Ops
May 12
3
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Rent-A-Center (RCII): Cheap LTO Retailer For 3.5x FCF
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What Traders Can Learn From Professional Horse Betting
What NOT to do in volatile times like these...
Macro Ops
May 7
12
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What Traders Can Learn From Professional Horse Betting
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Quality of Earnings: A Book Review
Quality Earnings Matters A Lot. Here's What You Need To Know ...
Macro Ops
May 4
8
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Quality of Earnings: A Book Review
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Winners Evolve...
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…
Macro Ops
Apr 30
10
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Winners Evolve...
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An Old Inuit Hunting Tale That Kills Value Investors
Will You Lick The Knife Of Lower Prices?
Macro Ops
Apr 23
20
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An Old Inuit Hunting Tale That Kills Value Investors
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Westlake Chemical Partners LP (WLKP)
Stable Cashflows For A Decent Price
Macro Ops
Apr 20
4
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Westlake Chemical Partners LP (WLKP)
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A Value Investor’s Guide To Stoicism
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…
Macro Ops
Apr 16
5
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A Value Investor’s Guide To Stoicism
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