Sitemap - 2022 - Macro Ops Musings
Value Investing Q3 Letter Recaps: Embracer Group, St. Joe, And APi Group
Q3 2022 Hedge Fund Letter Recaps: SIX, SCHW, CSU
Value Investing Letter Recaps: More Q2 2022
Dead Companies Walking: A Book Review
Notes From "The Inner Game of Investing" w/ Dan McMurtrie
Value Hive Podcast Transcript: Doomberg
Dusk Group (DSK.ASX): Can You Smell The Discount?
The Greatest Value Investor You've Never Heard Of
How To Cut Weeds & Water Flowers W/ Christian Ryther
Carvana (CVNA): Will It Survive?
Why I've Changed My Mind On POWW
The Bill Gurley Chronicles: Part IV
The Bill Gurley Chronicles: Part III
The Bill Gurley Chronicles: Part II
The Bill Gurley Chronicles: Part I
Lessons From A Trading Great: Paul Tudor Jones (PTJ)
Pain Allocation, Frog Poison, And Druckenmiller’s Secret Weapon
How To Identify The Consensus In Any Market
Rent-A-Center (RCII): Cheap LTO Retailer For 3.5x FCF
What Traders Can Learn From Professional Horse Betting
Quality of Earnings: A Book Review
An Old Inuit Hunting Tale That Kills Value Investors
Westlake Chemical Partners LP (WLKP)
A Value Investor’s Guide To Stoicism
The Naked Sniper... and other lessons on markets and investing
A CASH BONANZA AND HOW TO ANALYZE THE OIL MARKET
Five Invaluable Lessons On Value Investing
Q1 2022 Classical Charting Performance Review
The Best Offense Is A Good Defense Company
Lessons From A Trading Great: Stanley Druckenmiller
Macro Ops Notes: Currency Strategy
There’s Always A Bull Market Somewhere
Tail End: The Long-Term Debt Cycle
The Multi-Timeframe Liquidity Tracking Guide
Mr. DIY (MRDIY): Malaysia's Largest Home Improvement Store
The Definitive Beginner’s Guide To The Futures Market
Liquidity's Effect On Volatility