Sitemap - 2021 - Macro Ops Musings

Super Stock Case Study: Cintas Corp (CTAS)

CD Projekt (CDR): Lost Cause? Or The Metaverse For Adults?

False Certainty and Pursuit of Truth

Teachings From Commodities Corporation

AutoStore Holdings (AUTO)

Mental Models And Being Wrong

The Mundell-Fleming Trilemma

Market Game Theory

ChemoMetec A/S (CHEMM)

Pareto's Law, 90/10

Bill Miller: Lessons From The Legendary Value Investor

Cycles, Civilizations, And Empires

Multivariate Critical Thinking (MCT)

Learn Accounting in Five Minutes

Makuake (4479.JP)

Accounts Payable: A True Cash Flow Lever

Capitalizing R&D: Why You Should Avoid GAAP Measures

HeadHunter (HHR): Deep Dive

Accounts Payable: A True Cash Flow Lever

Brand Capital: How Companies Create Lifetime Customers

Accounts Receivable: What It Is & Why It Matters

New Podcast: Ben Kovler, Founder/CEO of Green Thumb Industries $GTII

Working Capital: What It Is & Why It Matters

eDreams Odigeo (EDR) Earnings & POWW Selling Pressure

Psychology Behind Managing a 20-Bagger

Supply-Constrained “Problems” in POWW & UP

The Importance Of Expected Value 

Value Hive Transcripts: Dan McMurtrie

An Investors Last Remaining Edge?

Ammo, Inc. (POWW): Q1 2022 Earnings Recap

It's Markov All The Way Down

How Businesses Win By Shortening The Customer Decision Process

Crossing The Chasm | Part II

How POWW Transformed Into An Online Marketplace Powerhouse

Crossing The Chasm | Part I

Three Useful Mental Models For Investing

Taming your Ego

Village Farms (VFF.TSX)

The 5 Stages Of A Bull Market

WD-40 (WDFC): Investment Case Study Series

Distance Versus Background Timing

eDreams ODIGEO (EDR.BME)

The Holy Grail Portfolio

Lojas Quero-Quero (LJQQ3)

How To Read Market Sentiment

Eletromidia (ELMD3)

John Boyd's OODA Loop

Petz (PETZ3)

How To Be A Smart Contrarian

Via Varejo (VVAR3)

DOTM Calls

Telefonica Brasil (VIV)

FIGS, Inc. (FIGS) Deep Dive

Fever-Tree PLC (FEVR)

Michael Burry's Latest Bets

Hoteles City Express (HCITY)

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